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Buy Oracle And Capitalize On Big Data Discount
Oracle’s stock price fell nearly 10% on March 21 after the company’s earnings missed expectations for its third quarter. The company blamed the disappointing earnings on a lack of urgency from new...
View Article“Index” Label Myths
One of the major selling points of index ETFs is that they remove the need to pick stocks. By tracking indexes, these ETFs, in theory, serve investors by providing targeted exposure to the market as a...
View ArticleDanger 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.The...
View ArticleDanger 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...
View ArticleAmdocs Offers Great Value
Strong growth opportunities combined with a cheap valuation make DOX one of our Most Attractive Stocks.The post Amdocs Offers Great Value appeared first on Diligence Institute.
View ArticleDanger Zone: Workday (WDAY)
Momentum was the only thing supporting WDAY’s stock, and now that the momentum is gone, look out below. The post Danger Zone: Workday (WDAY) appeared first on Diligence Institute.
View ArticleAll 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. The post All Cap Growth Style appeared first on Diligence Institute.
View ArticleBuy 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. The post Buy Oracle And Capitalize On Big Data Discount appeared first on New Constructs.
View Article“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...
View ArticleDanger 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. The...
View ArticleDanger 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...
View ArticleAmdocs Offers Great Value
Strong growth opportunities combined with a cheap valuation make DOX one of our Most Attractive Stocks. The post Amdocs Offers Great Value appeared first on New Constructs.
View ArticleDanger Zone: Workday (WDAY)
Momentum was the only thing supporting WDAY’s stock, and now that the momentum is gone, look out below. The post Danger Zone: Workday (WDAY) appeared first on New Constructs.
View ArticleAll 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. The post All Cap Growth Style appeared first on New Constructs.
View ArticleAll 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. The post All Cap Growth Style appeared first on New Constructs.
View ArticleStock Picking Grades for Large Cap Growth Style Fund Managers
This report shows how well Large Cap Growth ETFs and mutual fund managers pick stocks. The post Stock Picking Grades for Large Cap Growth Style Fund Managers appeared first on New Constructs.
View ArticleDanger Zone: Salesforce.com (CRM)
The post Danger Zone: Salesforce.com (CRM) appeared first on New Constructs.
View ArticleStock 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...
View ArticleDanger 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. The post Danger Zone: Investors Who...
View ArticleWatch David Trainer Discuss the Dangers of Ignoring the Footnotes
Watch David Trainer highlight some of the biggest adjustments we make to companies using information in the notes, and discuss how the average investor can apply them to investment analysis. The post...
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