• Profitable Companies With High Insider Ownership (Part I)

    By Anh HOANG - February 13, 2013 | Tickers: ELOQ, ORCL, PZZA

    If managers own significant stakes in the companies, they will act in the best interests of the shareholders. That is why I always like companies with a high amount of insider ownership. In order to find high quality companies with high insider ownership, I ran a screen with four main criteria: (1) market capitalization greater than $1 billion, (2) insider ownership higher than 20%, (3) the return on invested capital more »

  • Searching For This Software Giant's Next Target

    By Robert Hanley - January 29, 2013 | Tickers: CNQR, ELOQ, ORCL, CRM

    Despite a highly profitable database software business, Oracle (NYSE: ORCL) has seen the future and wants a bigger piece of the so-called cloud computing services market that is delivered via internet-connected devices.  The company has made some acquisitions in the space lately, including Taleo, RightNow Technologies, and Eloqua (NASDAQ: ELOQ).  However, the combined effect of these transactions has not been big enough to make a dent in Oracle's revenue more »

  • Tech Merger Making Progress

    By Mike Thiessen - January 23, 2013 | Tickers: ELOQ, HPQ, INTC, ORCL

    In mid-December of 2012, Redwood City, California-based Oracle (NYSE: ORCL) announced its intention to purchase marketing software developer Eloqua (NASDAQ: ELOQ) in a cash-for-stock deal valued at over $800 million. Although some concerns have been raised about the technology giant's offering price as well as the sustainability of Eloqua's revenue stream, the deal appears on track to close before the end of the second quarter of 2013. Careful more »

  • Businesses Must Focus On Being Faster, Better, and Cheaper

    By Gianluigi Cuccureddu - January 12, 2013 | Tickers: AAPL, ELOQ, GOOG, INTC, ORCL, CRM

    I'm writing this article in response of Benioff’s (CEO of Salesforce.com (NYSE: CRM) ) keynote at the Consumer Electronics Show (CES) in Last Vegas. I didn’t attend the show, but VentureBeat summarized his keynote, and based on the contents I have to agree that the keynote seems “a little cheesy."  Why? Because he said, above all, that technology is getting cheaper and easier to use every year more »

  • Upcoming Salesforce.com Release Focuses on New Analytics and Chatter Capabilities

    By Gianluigi Cuccureddu - January 8, 2013 | Tickers: ELOQ, LNKD, ORCL, CRM

    On January 11, a sandbox preview for the Spring '13 update is scheduled. In the Salesforce.com Spring ’13 Release Notes posted on salesforce.com (NYSE: CRM) website, the company shows much focus on enhancing its core CRM application with new capabilities, which in light of previous developments is needed.

    The Updates

    The four most important updates as distilled by InfoWorld are:

    1. Salesforce will enhance largely their social collaboration more »

  • This Tech Stock is a Good Cloud Computing Bet

    By Anh HOANG - December 27, 2012 | Tickers: ELOQ, IBM, ORCL, CRM

    In the modern days of technology, the term “cloud computing” has been spread widely. Businesses are putting a lot of efforts on improving productivity, cutting unnecessary costs and increasing the level of mobility as well as flexibility. Cloud computing might be the answer for all business sizes, from mega companies to small companies with only several people. Recently, Oracle (NYSE: ORCL) has been expanding their reach in the cloud computing more »

  • Oracle Buys Eloqua: Providing a Comprehensive Customer Experience Cloud

    By Gianluigi Cuccureddu - December 26, 2012 | Tickers: ELOQ, MSFT, ORCL

    Oracle (NYSE: ORCL) announced that it has entered into an agreement to acquire Eloqua (NASDAQ: ELOQ), a leading provider of cloud-based marketing automation and revenue performance management software for $23.50 per share or approximately $871 million, net of Eloqua’s cash. That's about a 30% premium off of Eloqua's closing price on the Nasdaq on December 19.

    Companies like Oracle and SAP keep gobbling up cloud-based software more »