June 2, 20161Comments

Salesforce.com Investors Lose Big In Demandware Acquisition

Under even the most optimistic integration scenarios, we believe that Salesforce.com’s proposed acquisition of Demandware for $75/share or $2.85 billion represents an unacceptable transfer of wealth from CRM to DWRE shareholders.

by Kyle Guske II, Senior Investment Analyst, MBA

April 11, 20160Comments

Danger Zone: Blackbaud Inc. (BLKB)

Our call on Valeant (VRX) showed how dangerous it is to trust non-GAAP earnings because they cannot be used to cover true cash costs. For these reasons and more, Blackbaud Inc. (BLKB) lands in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

November 3, 20150Comments

Danger Zone: ServiceNow (NOW)

Just when we think the market is becoming more rational and beginning to focus on fundamentals again we find a stock that proves that idea wrong. Once again, we’ve identified a business that fails to generate profits, uses “adjusted” metrics as “better representations of business”, and who’s stock price is up over 200% since late 2012. ServiceNow (NOW) is in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

October 5, 20150Comments

Danger Zone: Marketo (MKTO)

This week we’ve identified another highflying cloud company that exhibits many of the problematic traits we saw in DWRE and SPLK. Revenue growth can only support a stock for so long and this week’s Danger Zone stock, Marketo (MKTO) has plenty of room to fall.

by Kyle Guske II, Senior Investment Analyst, MBA

June 23, 20150Comments

High Revenue Growth Masks Problems at Demandware

Demandware IPO’d in 2012 based on plans to create shareholder value by providing e-commerce platforms for retailers and brands worldwide. So far, the plan is not working as the company’s profits have declined. Paradoxically, the stock price has climbed over 140% since its IPO. The stock is dangerously overvalued and earns a place in the Danger Zone this week.

by Kyle Guske II, Senior Investment Analyst, MBA

May 20, 20150Comments

Growing With These Large Cap Growth Investments

The Large Cap Growth style ranks fourth out of the 12 fund styles as detailed in our 2Q15 Style Ratings report. It gets our Neutral rating.

by Kyle Guske II, Senior Investment Analyst, MBA

January 12, 20150Comments

Danger Zone: Investors Who Ignore the Footnotes in 2015

Investors who aren't paying attention to the information disclosed in companies' financial footnotes are increasingly in danger of losing some of their investment.

by Andre Rouillard

December 11, 20140Comments

Stock Pick of the Week: Amdocs (DOX)

Amdocs (DOX) is not the kind of software company that finds itself in the headlines. Instead of explosive revenue growth and founders fresh out of the dorm room, Amdocs offers investors an extremely well run business with an enviable market position.

by Kyle Guske II, Senior Investment Analyst, MBA

November 17, 20140Comments

Danger Zone: Salesforce.com (CRM)

by Andre Rouillard

November 3, 20140Comments

Stock Picking Grades for Large Cap Growth Style Fund Managers

This report shows how well Large Cap Growth ETFs and mutual fund managers pick stocks.

by David Trainer, Founder & CEO

September 11, 20140Comments

All Cap Growth Style

The All Cap Growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

April 21, 20140Comments

All Cap Growth Style

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.

by David Trainer, Founder & CEO

April 14, 20140Comments

Danger Zone: Workday (WDAY)

Momentum was the only thing supporting WDAY’s stock, and now that the momentum is gone, look out below.

by David Trainer, Founder & CEO

February 19, 20140Comments

Amdocs Offers Great Value

Strong growth opportunities combined with a cheap valuation make DOX one of our Most Attractive Stocks.

by David Trainer, Founder & CEO

February 10, 20140Comments

Danger Zone: Callidus Software (CALD)

Compared to its competitors, CALD has less scale, inferior profitability metrics, and fishy accounting to boot. The stock’s valuation is so high that our DCF model can hardly make sense of it. The stock seems to be trading largely on the hopes of an acquisition.

by David Trainer, Founder & CEO

December 16, 20130Comments

Danger Zone: salesforce.com (CRM)

There are too many competitors out there for CRM to grow revenue and expand margins simultaneously to the extent that the market valuation already implies. Too much downside risk is in this stock.

by David Trainer, Founder & CEO

May 31, 20130Comments

“Index” Label Myths

The word “index” in an ETF label does not always mean that investors are getting the specific exposure they seek. Diligence on ETF holdings is necessary despite what the providers might have you believe. Below I dispel the following myths concerning index ETFs.

by David Trainer, Founder & CEO

April 9, 20131Comments

Buy Oracle And Capitalize On Big Data Discount

Take advantage of the cloud and the fact that ORCL is the cheapest it has been in 14 years.

by David Trainer, Founder & CEO

Newer Articles »