What did I miss on the CRM quarter report? Revenue increased an impressive 34%, but op xp increased 48.5%. Very low quality "earnings", but the stock popped 8%. This makes no sense (admittedly I was long puts). I will buy some more puts here as it seems like the more revenue they make, the lower the operating income.
I agree the trend is up, and I'm not complaining. But with such light volume, if the trend stops being up, I'm afraid it ends badly. In 1999, stocks went up because they went up, and then everyone realized that invented metrics don't produce earnings/cash flow/economic health. Then the trend was down-down-down.
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....they will what? You lost me
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