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February 3, 2020

Salesforce Stock: SaaS Juggernaut Must Evolve


Last month, Salesforce lowered its guidance on EPS from a Q4 consensus of $0.61 down to $0.54-$0.55. Although the company beat on revenue, the growth is slowing from 28% in FY 2020 to an estimated 23.5% in FY 2021 on estimates of $20.9 billion in annual revenue.

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January 30, 2020

Focus on Enterprise Pays off For Microsoft


Microsoft is unique from its peers as its cloud services were designed to serve the needs of large companies. This is particularly true with regards to Microsoft’s lead...

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January 25, 2020

Netflix Stock: Unshakeable Long Term


Netflix's addressable market is set to grow from $68 billion in 2018 to $159 billion in 2024, while subscription services are projected to grow by $51 billion from 2018...

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January 22, 2020

8 Predictions For Tech Stocks In 2020


I recently wrote a column on Forbes detailing my predictionsn for tech stocks in 2020. Knowing what trends will prevail is especially important as this earnings season ...

January 17, 2020

Market Update – January 16th


As we have referenced in the past, we are not a research site that attempts to predict the market. We think that’s a nearly impossible task. We simply keep an eye on various, opposing scenarios while providing stock tips we think are relevant in the current environment.

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January 15, 2020

How to pick winning cloud software stocks in 2020


Back in December, I wrote an article on how to pick winning cloud software stocks. I began by pointing out how – on average - cloud software companies have reported 10 ...

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January 9, 2020

Silicon Valley is Losing its Entrepreneurial Spirit


This past week, I wrote about how Silicon Valley is losing some of its entrepreneurial spirit as venture capitalists shifted their attention to later stage deals with h...

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December 4, 2019

AMD Stock is Approaching a 20 Year Roadblock – Will History Repeat?


Advanced Micro Devices (AMD)’s stock price is up by 108% this year, making it the best-performing company in the S&P 500 this year. Its closest peer has been Nvidia, wh...


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