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Why I Love This Stock

By:barrons3

Date:11 27 09

It should be obvious at this point that every growth-stock mutual fund manager who wants to take in new money next year feels like it is his or her mission to buy Amazon (AMZN), Apple (AAPL) and Google (GOOG). Each has a terrific growth story associated with it, each has an accelerating growth rate -- the holy grail of growth-stock investing -- and each is clearly visible, unlike, say, Saleforce.com (CRM) or Cree (CREE).

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By:Iota

Date:10 26 09

Cloud

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By:barrons3

Date:10 08 09

As usual, the easiest way to make it back is to get on the horses that are leaders. What I did with 59 days left is figure out which companies were going to have the best quarters (e.g., Apple (AAPL), Google (GOOG), JPMorgan Chase (JPM), Goldman Sachs (GS), Salesforce.com (CRM)) and which ones had already had the great quarters (e.g., Nike (NKE) and General Mills (GIS)), and I would buy gigantic positions in deep-in-the-money calls dated January. That way, I had the exposure I needed.

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By:barrons3

Date:09 23 09

The kinds of companies Sacconaghi can see Dell buying follow: Salesforce.com (CRM), Compellent Tech (CML) and CommVault (CVLT).

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By:brandon2

Date:08 24 09

growth opportunity

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By:barrons3

Date:08 12 09

The beneficiaries of the spending? Bellini likes Microsoft (MSFT), Salesforce.com (CRM) and WMware (VMW).

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By:barrons3

Date:07 30 09

Microsoft? No thanks. Why not own the better operating system of Apple or the secular growth of Salesforce.com (CRM), which will explode if spending comes back, or Oracle (ORCL), which will integrate Sun (JAVA) well?

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By:barrons3

Date:06 18 09

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

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By:barrons3

Date:03 26 09

For example, he said, a lot of tech companies are reporting better-than-expected earnings. The three software names he follows are Microsoft(MSFT), Oracle(ORCL) and Salesforce.com(CRM).

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By:shawnbitter

Date:02 10 09

Looking to buy, Cramer fave, unique model.

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Why I Hate This Stock

By:bartsharkattack

Date:02 26 09

multiple too high

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By:asgcapital

Date:11 18 08

selloff to continue

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By:ChilledBeerz

Date:08 14 07

Again, great business but valuation is way too high

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By:Barrons

Date:06 23 07

From Barron's 6-25-07:

"Salesforce.com shares look pricey after rising threefold in three years. And now that the small company is competing with behemoth Oracle, taking profits is sensible...not to mention the CEO has unloaded about 38% of his shares in the past two years."

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By:Greg NTG1 Parker

Date:03 15 07

Not everyone loves it. These folks are definitely spending some money. Growth play. True believers only.

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By:HASTYPUDEN

Date:02 13 07

OVERVALUED

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By:Big Bull

Date:02 08 07

Overvalued!!

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Q. Stockpickrs, I currently own sha...
11.30.09 | 21:47 PM Asked by reinorht

A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.

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