Cramer's Unjustified Bull Run In Software Portfolio - Stockpickr! Your Source for Stock Ideas

Cramer's Unjustified Bull Run In Software

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TheStreet.com Rating: B-

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Created by barrons3

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Date updated:06-18-2009

"I have not hesitated to criticize those who say this rally has produced "too much too soon." But when it comes to this group, I have to tell you that unless we do see another takeover besides Data Domain, I think many of these stocks have become too expensive without takeovers and a more robust economy." - Jim Cramer

MFE
Mcafee
$42.31
+0.50%
$41.81

How did McAfee (MFE) make that kind of move just on security software? Didn't Microsoft (MSFT) just say -- admittedly for the 4 millionth time -- that it was going to give away free anti-virus software?

People owning MFE also tend to own: CTXS SYMC ABN AIG BKC ERJ EWJ

TheStreet.com Rating: B What is this?

MSFT
Microsoft Corpora
$28.52
+0.18%
$28.32

People owning MSFT also tend to own: AAPL AMD CSCO DELL GOOG IBM INTC

TheStreet.com Rating: B What is this?

CTXS
Citrix Systems
$38.88
+1.41%
$38.17

Or Citrix (CTXS)? What's that all about? How could it return to those levels? There were rumors of a Cisco (CSCO) takeover a week or two ago, and, amazingly, when it didn't come true, the stock hung in.

People owning CTXS also tend to own: AAPL DIS GOOG GRMN INTC LVLT MSFT

TheStreet.com Rating: B What is this?

ORCL
Oracle Corporatio
$21.42
+0.47%
$21.19

If you take a look through the chart books, as I do every weekend, you would be astonished to see the rally in the software stocks, and not just in the potential targets, but in companies like Oracle (ORCL) and Microsoft (MSFT), too.

People owning ORCL also tend to own: AAPL AMD CSCO DELL GOOG IBM INTC

TheStreet.com Rating: B+ What is this?

ADSK
Autodesk
$26.49
+1.42%
$25.85

Autodesk (ADSK) and Adobe (ADBE) act great.

People owning ADSK also tend to own: GYI VPMAX INTU SINA SIRF STP XING

TheStreet.com Rating: C- What is this?

ADBE
Adobe Systems Inc
$34.65
-0.14%
$34.62

Autodesk (ADSK) and Adobe (ADBE) act great.

People owning ADBE also tend to own: AIG BBY CAG CECO CSCO CSG GILD

TheStreet.com Rating: B- What is this?

CRM
Salesforce.com In
$61.01
+0.63%
$60.18

Salesforce.com (CRM) seems to be breaking out of its doldrums.

People owning CRM also tend to own: AAPL GOOG RVBD ARRS GIGM OPSW PGIC

TheStreet.com Rating: B- What is this?

BMC
Bmc Software
$37.23
-0.43%
$37.04

Even old dogs like BMC Software (BMC) are having their day in the sun.

People owning BMC also tend to own: AES AMP AT BAX CAG CAL GEF

TheStreet.com Rating: B What is this?

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