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Workday

  • Are these Top Post-IPO Performers Still a Buy? Part 2

    By Brian Nichols - May 20, 2013 | Tickers: EQM, FIVE, ICPT, RH, WDAY

    Last week I published an article that looked at the outlook for the top five post-IPO performers of the last year. However, numbers 2-10 are very close in terms of performance, thus I am looking at numbers 6-10 to determine their outlook moving forward.

    #10 Intercept Pharmaceuticals (NASDAQ: ICPT)

    Intercept has rallied 121.47% since its IPO price, yet has traded with a loss of 3% in 2013. The company more »

  • This Is a Solid Stock in Cloud and Big Data

    By Mithu Batabyal - May 10, 2013 | Tickers: INFA, N, TDC, WDAY

    Informatica (NASDAQ: INFA), the world’s leading data integration software vendor, recently announced its Q1 financial results. The company reported revenue of $214.3 million including software revenues of $88 million, up 9% year-over-year. On the earnings front, the company reported GAAP EPS of $0.16 and non-GAAP EPS of $0.31. Informatica’s chairman and CEO Sohaib Abbasi said:

    Our first quarter 2013 results highlight the growing customer demand more »

  • Five Stocks For Five Major Investing Themes

    By Christopher Grosvenor - May 7, 2013 | Tickers: BP, IBM, JNJ, JPM, SPY, WDAY

    Investors should not be fully invested. The market substantially increased in value. There could be a seven to twenty percent market decline in the next three months. Cautiously bullish is the appropriate investment stance.

    Here are five stock picks for the following five investing themes.

    • Quantitative easing should lead to higher inflation in the short to medium term.
    • Technology firms are innovating in cloud computing, social enterprise, mobile, and more »

  • Is This Cloud HR Company Overvalued?

    By Daniel Cawrey - May 7, 2013 | Tickers: ORCL, SAP, WDAY

    You could make the case that while Workday (NYSE: WDAY) likes to operate under the radar, investors are starting to pay attention. Since its initial public offering back in October, the price has gone up 28%. That's a steady increase. But it leads one to wonder if Workday, in its current $60 price range, is a bit overvalued.

    The company is getting more institutional investor interest. InsiderMonkey reports that more »

  • Recent Picks From 2 Top Hedge Funds

    By Victor Selva - May 6, 2013 | Tickers: JCP, LULU, WDAY

    In a recent interview with The Motley Fool, prominent value investor Mohnish Pabrai detailed the advice he received from Charlie Munger, Warren Buffett´s partner. Basically, Munger gave Pabrai three specific sources for investment ideas:

    1. Following great investors' ideas
    2. Pay attention to companies that buy back their own shares
    3. Study spin-off opportunities

    In this article, I will focus on the first source of ideas: analyzing three stocks that top fundamental more »

  • Wednesday's Noteworthy Analyst Calls

    By Brian Nichols - April 19, 2013 | Tickers: LNG, UNXL, WDAY

    On Wednesday the market responded with losses to compliment a volatile start to the week. While most stocks saw declines, some were even more affected by the opinions of analysts. In this piece, I took a look at the top calls from Wednesday to determine if they are good or bad.

    Analyst Expects Further Growth From this Energy Stock

    Cheniere Energy (NYSEMKT: LNG) saw a slight gain of 0.38 more »

  • Two Stocks To Sell Soon

    By Nicholas Southwick - April 19, 2013 | Tickers: CONN, CRM, WDAY

    Baron Rothschild once said, "I made a fortune by selling too soon." Investors in stocks today might consider this advice when looking at shares of Workday (NYSE: WDAY) and Conn's (NASDAQ: CONN). Why would anyone group Cramer's favorite Jersey retail chain and a cloud computing stock in the same article you may ask? Well, these stocks both have extreme optimism and exuberance priced into their shares and are more »

  • Wednesday's Noteworthy Analyst Calls

    By Brian Nichols - April 17, 2013 | Tickers: LNG, UNXL, WDAY

    On Wednesday the market responded with loss to compliment a volatile start to the week. While most stocks saw loss, some were even more affected by the opinions of analysts. In this piece, I am looking at the top calls of the day to determine if they are good or bad.

    Analyst Expects Further Growth From this Energy Stock

    Cheniere Energy (NYSEMKT: LNG) saw a slight gain of 0.38 more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • A Small Cap Company in a Large Cap’s Stock

    By Brian Nichols - April 10, 2013 | Tickers: LNKD, WDAY

    A Trend that Makes Little Sense

    Shares of the cloud-based software and programming company Workday (NYSE: WDAY) ended Wednesday’s trading session with gains of 0.48%, after originally losing 3.50%. The recovery in shares of the company was quite remarkable, because after all, Wednesday was the day of its 180-day post-IPO lock-up. While Workday may have dodged a bullet on this day, history tells us that its good more »

  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 6, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has yielded an average return of 17.83% over the past three years, on investments focused in the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from these sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • Billionaire Julian Robertson’s Protégé Has Quite the Mega-Hedge Fund

    By Meena Krishnamsetty - April 3, 2013 | Tickers: IHS, RLGY, SBH, VMED, WDAY

    Blue Ridge Capital is a $7 billion fund run by a key Julian Robertson protégé, John Griffin. The fund has made an average return of 17.83% over the past three years on investments focused on the technology and services sectors. With that in mind, it’s not surprising that Griffin has added stocks from those sectors to his portfolio according to his latest 13F filing with the SEC. Let more »

  • Is Oracle a Good Stock to Buy?

    By Meena Krishnamsetty - March 25, 2013 | Tickers: IBM, MSFT, ORCL, SAP, WDAY

    Oracle (NASDAQ: ORCL) recently reported results from its most recent fiscal quarter, which ended in February and is the third quarter of the company’s fiscal year. Business was about flat compared to the same period in the previous fiscal year, with little change in either revenue or earnings. This was due to growth in software being offset by a double-digit percentage decline in hardware (which is a significantly smaller more »

  • Workday Is Worth How Much?

    By Mark Holder - March 14, 2013 | Tickers: MM, CRM, NOW, WDAY

    Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that left limited upside ever since.

    The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 25 times fiscal year 2014 (ending January 2014) revenue more »

  • 2 Stocks to Avoid After Earnings on Friday

    By Brian Nichols - March 8, 2013 | Tickers: WPRT, WDAY

    The Perfect Set-Up for Massive Loss

    Shares of Workday (NYSE: WDAY) ticked higher by 1.41% on Friday after reporting earnings that beat expectations. The company posted revenue of $81.5 million, representing growth of 89% year-over-year (yoy), and an EPS of negative $0.16, $0.05 better than the consensus. The company also issued guidance that was inline with expectations and announced a 104% gain in subscription sales. Workday more »

  • Three Stock-Moving Calls that Make Little Sense

    By Brian Nichols - March 5, 2013 | Tickers: BKS, NS, WDAY

    Sometimes an analyst makes a call that stretches beyond reason, and I often wonder what reason goes into making such a call. On many occasions, these calls are simply “following the leader” behind other analysts, in an attempt to create mediocrity within the industry to satisfy the funds that employ such firms. In this piece, I am looking at three calls that fit into this category, all of which are more »

  • Herbalife Tops Estimates: Investing in the Company Still too Risky

    By Marivic Cabural - February 25, 2013 | Tickers: HLF, RLGY, WDAY

    Herbalife (NYSE: HLF), one of the most controversial and watched companies reported its financial performance for the fourth quarter of fiscal 2012 after the closing of trading at the Wall Street on Tuesday.

    Based on its financial statement, Herbalife’s revenue for the fourth quarter was $1.1 billion, a 20 percent increase compared with its $884.5 million total sales during the same period a year earlier. Its net more »

  • 3 Strong Growth Plays You Should Check

    By Laura Paur - February 25, 2013 | Tickers: RLGY, SBH, WDAY

    As an individual investor, it's impossible to scour the entire investment universe for the best bargains. One way to uncover compelling investment ideas is to review the 13F filings required by institutional investment managers each quarter which highlights all the securities held under the SEC's jurisdiction. Each quarter I review the holdings of the Blue Ridge  to get a glimpse into the investment ideas of one of the more »

  • Which Cloud Companies Might Be Bought Next?

    By Dana Blankenhorn - February 14, 2013 | Tickers: ATHN, EBIX, SAP, TIBX, WDAY

    One of the more interesting data points to emerge from 2012 is that “the cloud” dominated merger activity during the year. 

    Some of the biggest deals involved cloud applications that could be sold to enterprises, specifically Oracle's purchase of Taleo and IBM's purchase of Kenexa.

    Obviously there remains a big appetite for cloud applications. So who might be the next to go?

    Workday

    Workday (NYSE: WDAY) only went more »

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