• An Intriguing Move by This Company Would Not Help the Stock

    By Vladimir Zernov - June 14, 2013 | Tickers: CSOD, ORCL, SAP, WDAY

    In my recent article about Workday (NYSE: WDAY), I pointed out that the company has a huge number of shares that are authorized for issue. The company did not wait long before taking advantage of that. Workday has announced that it proposes to offer $220 million of convertible senior notes due 2018 and $220 million of convertible senior notes due 2020. Later, the company increased the size of the first more »

  • Is Chasing Gains From HCM Cloud Software Worth the Risk?

    By Arturo Cuevas - June 10, 2013 | Tickers: CSOD, JIVE, ULTI

    In every crisis there’s an opportunity, so it’s always been said. Going by this oft-repeated dictum, Ultimate Software Group (NASDAQ: ULTI) is one equity worth some due diligence as it is directly downstream of a crisis in global employability, which the ManpowerGroup posited in its 2012 annual survey. In a nutshell, this poll avers that “one in three employers worldwide cannot find qualified talent.”

    Is there a boy more »

  • Chicago-Based Fund Is Bullish on These Stocks

    By Meena Krishnamsetty - May 20, 2013 | Tickers: ACHC, CSU, CSOD, LL, PRAA

    We are in a very active period for institutional investors, because it has been several weeks since the end of March, and investors are required to file their Q1 13Fs with the Securities and Exchange Commission (SEC) within the following 45-day period. These filings are important because by analyzing them, one can see the recent moves made by a fund manager, the latest acquisitions, or sales of stakes. Let's more »

  • Dot-COMs are back! And they are profitable!

    By Matt Shlosberg - December 13, 2012 | Tickers: CSOD, FB, GOOG, GRPN, ZNGA

    Remember the dot-com crash of 2000? Back then, everyone talked about them and how silly investors were to put money in companies that generated no revenues. The dot-com crash was the subject of thousands of articles and business school case studies. It seems like everyone had learned their lesson and went on with their lives. Right?


    Not even five years later, News Corp paid $1billion for MySpace and Google more »

  • Profiting from the Social Business Software Boom

    By Tony Daltorio - August 31, 2012 | Tickers: CSOD, IBM, KNXA, ORCL, SAP

    With the disappointing to say the least Facebook IPO, investors are rightly wondering whether anyone can make money from the whole social media phenomena. The answer to that question is yes: Just look at the boom occurring right now in the whole social business software space. The sector is flourishing thanks to companies looking for complete social business solutions. That boom has led to a number of takeovers in the more »