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Oracle

March 14, 20160Comments

Danger Zone: Traditional Corporate Consulting

Those consultants who adopt cutting-edge tools will experience more success than those that remain wedded to older, more manual techniques. It’s time we place Traditional Corporate Consulting in the Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA
February 26, 20160Comments

How To Boost Oracle’s Value By $65 Billion Webinar

In case you missed it, or in case you wanted to watch it again, here is our live webinar from this week. David Trainer will discuss how undervalued Oracle is relative to real cash flows and ROIC and more.
by Kyle Guske II, Senior Investment Analyst, MBA
February 18, 20160Comments

Open Letter to Larry Ellison: How To Boost Oracle’s Value By $65 Billion

Thesis: Management can boost the market value of ORCL in the amounts provided by aligning the firm’s strategy and performance compensation with real cash flows or what we call return on invested capital.
by David Trainer, Founder & CEO
February 17, 20160Comments

Stocks To Hold Through A Bear Market

It’s time to look beyond technical price movements, earnings estimates, or analyst opinions. The reconciliation between cash flows and valuations has arrived. The market is beginning to distinguish between those companies that earn a quality ROIC and those that do not.
by Kyle Guske II, Senior Investment Analyst, MBA
February 16, 20163Comments

How Buybacks Destroy Shareholder Value

Corporate America has the resources to deploy a large amount of capital and invest in new technologies and innovations that can drive growth. Instead, they just keep spending more and more money on buybacks.
by Sam McBride
December 14, 20151Comments

Danger Zone: Qlik Technologies (QLIK)

Despite deteriorating margins, lack of competitive advantage, and a sky-high valuation, Qlik Technologies (QLIK: $31/share) is up nearly 33% over the past two years and finds itself in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 20, 20150Comments

The Best and Worst of the All Cap Growth Style 4Q15

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q15 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Growth style ranked sixth as well. It gets our Neutral rating
by Thaxston McKee
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
New Constructs
July 14, 20150Comments

The Best and Worst of the All Cap Value Style

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 3Q15 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Max Lee
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
CA
March 17, 20151Comments

Get This Tech Veteran’s Stock at a Discount

This company specializes in IT management software to help manage mainframe, cloud, and mobile environments. At its current price, this company is attractive even if it fails to grow, and it makes our Most Attractive stocks list for March.
by Andre Rouillard
valuation
March 12, 20153Comments

10 Items Affecting the Valuations of Prominent Companies

We’ve compiled a "top 10" list of the companies with the largest adjustments to their valuations. Some adjustments represent senior claims to equity holders that reduce economic book value and shareholder value while others are assets that we expect to be accretive to shareholder value.
by Andre Rouillard
December 23, 20141Comments

Hot Stock Commentary: Oracle Corporation (ORCL)

Oracle Corporation (ORCL) is our hot stock this week and earns an Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
August 15, 20140Comments

How To Avoid the Worst Sector ETFs

Picking from the multitude of sector ETFs is a daunting task.
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 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
August 13, 20130Comments

Outstanding Employee Stock Options – Valuation Adjustment

Without careful footnotes research, investors would never know the amount of employee stock options that decrease the amount of future cash flow available to shareholders by diluting the value of existing shares.
by David Trainer, Founder & CEO
New Constructs
June 3, 20130Comments

Danger Zone 6/3/2013: Perma-Bears and Bubble Alarmists

I am optimistic about the U.S. economy and I don’t believe we are in bubble. Too many investors and economists are looking at the economy the wrong way.
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
February 14, 20120Comments

Best and Worst Funds: Large Cap Growth Style

The large cap growth investment style ranks third out of the twelve investment styles as detailed in my style roadmap. It gets my Neutral rating, which is based on aggre­gation of fund ratings of all 771 funds in the style.
by David Trainer, Founder & CEO
« Older Articles Newer Articles »

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  • – Tesla (TSLA) – 26 reports
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  • – John B. Sanfilippo & Son (JBSS) – 5 reports
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  • – Lam Research Corp (LRCX) – 5 reports
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  • – Caterpillar (CAT) – 4 reports
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  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Cummins (CMI) – 4 reports
  • – Equinix (EQIX) – 3 reports

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