|
May 22, 2012
|
| 07:51 EDT |  | GPS |
|
| 07:19 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com management to meet with Deutsche Bank | | Meeting to be held in London on May 22 hosted by Deutsche Bank. :theflyonthewall.com |
|
| 07:03 EDT |  | ATW |
|
| 05:53 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com sees tremendous growth across Europe, increases local investment |
 Subscribe for More Information :theflyonthewall.com |
|
| 05:29 EDT | | CRM |
|
|
May 21, 2012
|
| 07:55 EDT | | CRM |
|
|
May 20, 2012
|
| 09:43 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com's strong Q1 results point to more gains, Barron's contends | | There's a lot to like about Salesforce.com (CRM), Barron's says. Subscription and support fees, which provide the bulk of the company's revenue, rose 38%. While professional services and other payments increased 30% in its Q1. In addition sales are accelerating along with its off-balance sheet backlog. The stock does look very expensive, trading at 85x forward earnings. But, as long as Salesforce.com continues to perform, Barron's believes the share price will only climb higher. Reference Link :theflyonthewall.com |
|
|
May 18, 2012
|
| 16:23 EDT | | INTU |
| theflyonthewall.com: | Intuit completes Demandforce acquisition | | The cash transaction is valued at approximately $423.5M and is expected to add one to two points to Intuit's revenue growth in FY13 and to be neutral to modestly dilutive for earnings per share in FY12 and FY13. :theflyonthewall.com |
|
| 12:09 EDT |  | CRM |
| theflyonthewall.com: | Stocks with call strike movement; CHK CRM | | Chesapeake (CHK) June 13 call volatility decreased 4%, Salesforce.com (CRM) May 145 call volatility decreased 54% according to iVolatility. :theflyonthewall.com |
|
| 12:00 EDT |  | CRM |
|
| 10:27 EDT | | CRM |
|
| 10:24 EDT | | INTU |
|
| 07:38 EDT |  | CRM |
| theflyonthewall.com: | Salesforce.com price target raised to $175 from $155 at RW Baird | | Baird raised its price target on Salesforce.com following better than expected Q1 results. The firm cited solid growth and raised guidance. Shares are Outperform rated. :theflyonthewall.com |
|
| 07:00 EDT | | GPS |
|
| 06:26 EDT | | CRM |
|
| 06:19 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com price target raised to $180 from $165 at Morgan Stanley | | Morgan Stanley raised Salesforce.com estimates and still sees further room for upside. Shares are Overweight rated. :theflyonthewall.com |
|
| 00:09 EDT | | INTU, CRM |
|
|
May 17, 2012
|
| 18:22 EDT | | GPS |
|
| 18:20 EDT | | GPS |
|
| 18:17 EDT | | GPS |
| theflyonthewall.com: | Gap remains "measured" on outlook for 2H12 | | :theflyonthewall.com |
|
| 18:15 EDT |  | GPS |
|
| 18:11 EDT | | GPS |
| theflyonthewall.com: | Gap says all North American divisions posted positive comps for Q1 | | Plans to invest more in the domestic businesses in 2012. Comments taken from company's Q1 earnings conference call. :theflyonthewall.com |
|
| 17:57 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com says deferred revenue and backlog exceed $4B | | :theflyonthewall.com |
|
| 17:51 EDT | | CRM |
|
| 17:41 EDT | | CRM |
|
| 17:38 EDT | | CRM |
|
| 17:32 EDT | | CRM |
|
| 17:25 EDT | | CRM |
|
| 17:19 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com posted strong YoY growth in all major regions during Q1 | | Says business mix continues to become more diverse. Q1 operating margin grew over 60% YoY. :theflyonthewall.com |
|
| 17:17 EDT | | CRM |
|
| 17:07 EDT | | CRM |
|
| 16:09 EDT | | CRM |
|
| 16:07 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com sees Q2 adjusted EPS 38c-39c, consensus 38c | | Sees Q2 revenue $724M-$728M, consensus $713.78M :theflyonthewall.com |
|
| 16:06 EDT | | CRM |
|
| 16:04 EDT | | INTU |
|
| 16:03 EDT | | INTU |
|
| 16:02 EDT | | GPS |
| theflyonthewall.com: | Gap inventory per store down about 7% at the end of Q1 | | On a year-over-year basis, inventory per store was down about 7% at the end of Q1. The company expects inventory per store to be about flat at the end of Q2 compared with the end of the second quarter last year. :theflyonthewall.com |
|
| 16:02 EDT | | GPS |
|
| 16:02 EDT | | INTU |
|
| 16:01 EDT | | GPS |
| theflyonthewall.com: | Gap reports Q1 EPS 47c, consensus 46c | | Reports Q1 revenue $3.5B, consensus $3.47B. The company’s Q1 comparable sales increased 4%. :theflyonthewall.com |
|
| 15:30 EDT | | CRM |
|
| 15:28 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com volatility bid up into Q1 and revenue outlook | | Salesforce.com June put option implied volatility is at 66, August is at 57; compared to its 26-week average of 49 according to Track Data, suggesting larger near term price movement into the expected release of Q1 results after the market close today. :theflyonthewall.com |
|
| 14:40 EDT | | INTU, CRM, GPS |
|
| 11:12 EDT | | CRM |
|
| 10:50 EDT | | INTU |
| theflyonthewall.com: | Earnings Preview: Intuit expected to narrow guidance as tax outcome is certain | | Intuit (INTU) is expected to report Q3 earnings after the market close on Thursday, May 17, with a conference call scheduled for 4:30 pm ET. The consensus estimate is $2.48 for EPS and $1.96B for revenue, according to First Call. The company is looking to beat analyst estimates for the third quarter in a row. Guidance provided by management for Q3 is EPS of $2.47-$2.51 on revenue of $1.95B-$1.99B. Management also reaffirmed its FY12 guidance on April 20 for EPS of $2.90-$2.97 and revenue of $4.185B-$4.285B. Citigroup said that Q1 results and guidance a foregone conclusion. Its Q1 estimate of $2.47 on revenue of $1.96B is in-line with the Street and the firm expects a narrowing of guidance as tax outcome is now certain, but none of this should be a surprise. Citigroup believes that the tax uncertainty needs to be cleared up and double-digit forward growth endorsed for shares to work near term. The firm expects Intuit to attempt to do this on the earnings call but it may take until the analyst meeting in September. Despite tax concerns, emerging concerns in enterprise and Europe may make Intuit an attractive defensive long trade as the company is 95%+ U.S.-exposed. :theflyonthewall.com |
|
| 09:12 EDT | | GPS |
| theflyonthewall.com: | Gap added to the Most Preferred List at UBS | | :theflyonthewall.com |
|
| 00:23 EDT | | DLB |
|
|
May 16, 2012
|
| 09:23 EDT | | CRM |
| theflyonthewall.com: | BofA/Merrill's Head of U.S. Equity & Quantitative Strategy holds conference call |
Subscribe for More Information :theflyonthewall.com |
|
| 07:43 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com should report stronger than expected Q1 results, says RBC Capital |
Subscribe for More Information :theflyonthewall.com |
|
| 06:55 EDT | | ATW |
|
|
May 15, 2012
|
| 13:36 EDT | | GPS |
| theflyonthewall.com: | Gap May volatility bid up into Q1 and European outlook | | Gap May call option implied volatility is at 71, June is at 38, September is at 33; compared to it 26-week average of 35 according to Track Data, suggesting larger near term price movement into the expected release of Q1 results on May 17. :theflyonthewall.com |
|
| 08:46 EDT | | CRM |
|
| 08:29 EDT | | GPS |
|
|
May 14, 2012
|
| 07:20 EDT | | CRM |
|
| 07:08 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com Q1 results should top estimates, says Jefferies | | Jefferies believes Salesforce.com's Q1 results should top estimates after its most recent channel checks were broadly positive. The firm believes the company's business trends are positive and reiterates a Buy rating on the stock with a $170 price target. :theflyonthewall.com |
|
| 05:50 EDT | | CRM |
|
|
May 13, 2012
|
| 15:33 EDT | | CRM, GPS |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer laid out his game plan for the week of May 14, ahead of Facebook's (FB) IPO on Friday. (Monday) Groupon (GRPN) reports, Cramer said this stock shows us just what can go wrong with a red hot technology-related IPO. He said to stay away. (Tuesday) A slew of retail earnings, including JC Penney (JCP), Dick'' Sporting Goods (DKS), Saks (SKS), TJX Stores (TJX) and Home Depot (HD). Cramer was bullish on TJX and Home Depot, but told investors to steer clear of the others for now. (Wednesday) earnings include John Deere (DE) a perpetually downbeat conference call, Target (TGT) a retailer whose prospects are looking up, along with two restaurants Jack in the Box (JACK) and Red Robin (RRBG). Cramer said he's intrigued by Target, but would only listen to the two burger chains'' results. (Thursday) Reporting: Ross Stores (ROST), Gap Stores (GPS) and Dollar Tree (DLTR), along with cloud computing giant Salesforce.com (CRM). Cramer said to buy any of the retailers on weakness, but only pickup Salesforce if the weakness is severe. (Friday) the expected IPO of Facebook (FB) and Cramer once again told investors to get in on the IPO, if they can, but absolutely do not buy any shares in the aftermarket. Next, Cramer said he's always a fan of companies unlocking value by splitting themselves up. In a case like Marathon Oil (MRO), shares rose 30% from the time the deal was announced until the split actually occurred earlier this year. But once the split happens, cautioned Cramer, the opportunity comes to an end. Now ConocoPhillips (COP) has spun off its Phillips 66 (PSX) refining and pipeline assets, the company is only growing at 3% to 5% a year, hardly enough to get excited about., Cramer says. He prefers Chevron (CVX), which offers a smaller dividend but also more growth. Investors looking for even more upside should consider EOG Resources (EOG) or an oil pipeline like Kinder Morgan Energy Partners (KMP). Bottom-line: Cramer said that he's not a buyer of either half of the old Conoco and told investors that this opportunity, like most other break up stories, has come to an end. Then, Cramer put the energy drink maker Monster Beverage (MNST) through his 10-step prism to find out if its a turbo-charged company or just an over-caffeinated stock. Weighing all the pros and cons, Cramer said that he would invest in Monster only as a speculative stock. He also recommended using deep-in-the-money call options as a stock replacement strategy to limit the downside risk. MAD MAIL: Medtronic (MDT) is dead money and there are better places to invest. Cramer prefers Energy Transfer Partners (ETP) instead of Inergy (NRGY). Conns (CONN) too risky. Cramer is only recommending a few oil stocks and not Carrizo (CRZO). Bearish on Windstream Communications (WIN). Abbott Labs (ABT) is his favorite drug stock. NO HUDDLE OFFENSE: Cramer sounded off on the JPMorgan Chase (JPM)) bad-trade debacle. Cramer suggested JPM CEO Jamie Dimon give up his bonus as a gesture of good will toward shareholders. LIGHTNING ROUND: (Bullish) DOW; CCE; HBAN, buy under $6. (Bearish) UPL; BGCP; BRCD; ERF.Reference Link :theflyonthewall.com |
|
|
May 11, 2012
|
| 09:34 EDT | | CRM |
|
|
May 10, 2012
|
| 14:30 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com puts more active than calls as shares trend lower into Q1 | | Salesforce.com May 135 and 140 puts are active on total put volume of 53K contracts (37K calls). May put option implied volatility is at 93, June is at 57, August is at 52; compared to its 26-week average of 49 according to Track Data, suggesting larger near term price movement into the expected release of Q1 results after the market close on May 17. :theflyonthewall.com |
|
| 14:22 EDT | | CRM |
|
| 14:17 EDT | | CRM |
|
| 14:07 EDT | | CRM |
|
| 13:55 EDT | | INTU |
|
| 12:33 EDT | | CRM |
|
| 12:20 EDT | | CRM |
|
| 11:42 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com drops further after William Blair previews quarter | | :theflyonthewall.com |
|
| 11:41 EDT | | CRM |
|
| 11:41 EDT | | CRM |
|
| 11:40 EDT | | CRM |
|
| 11:33 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com weakness a buying opportunity, says UBS | | :theflyonthewall.com |
|
| 11:10 EDT | | GPS |
|
| 10:43 EDT | | CRM |
|
| 10:28 EDT |  | DLB |
| theflyonthewall.com: | On The Fly: Analyst Downgrade Summary | | Today's noteworthy downgrades include: AMAG Pharmaceuticals (AMAG) downgraded to Neutral from Outperform at RW Baird... AboveNet (ABVT) downgraded to Market Perform from Outperform at Wells Fargo... Aon Corp. (AON) downgraded to Neutral from Outperform at Macquarie... Arthur J. Gallagher (AJG) downgraded to Neutral from Outperform at Macquarie... Dolby (DLB) downgraded to Neutral from Overweight at JPMorgan... DTS, Inc. (DTSI) downgraded to Underweight from Neutral at JPMorgan... ECA Marcellus (ECT) downgraded to Sector Perform from Outperform at RBC Capital... Extra Space Storage (EXR) downgraded to Hold from Buy at Jefferies... Highwoods Properties (HIW) downgraded to Hold from Buy at Jefferies... Human Genome (HGSI) downgraded to Market Perform from Outperform at Leerink... Martin Marietta (MLM) downgraded to Sector Perform from Outperform at RBC Capital... PartnerRe (PRE) downgraded to Neutral from Buy at Citigroup... Unum Group (UNM) downgraded to Equal Weight from Overweight at Evercore... Vail Resorts (MTN) downgraded to Market Perform from Outperform at Wells Fargo... Vertex Pharmaceuticals (VRTX) downgraded to Outperform from Top Pick at RBC Capital... Staples (SPLS) downgraded to Sell from Hold at ISI Group. :theflyonthewall.com |
|
| 10:07 EDT | | CRM |
|
| 10:02 EDT | | CRM |
|
| 06:52 EDT | | DLB |
|
|
May 9, 2012
|
| 09:35 EDT | | CRMT |
|
| 08:41 EDT | | CRM |
| theflyonthewall.com: | Salesforce.com's SFA opportunity larger than expected, says Morgan Stanley | | Morgan Stanley said Salesforce.com's sales force automation opportunity is larger than investors expect, as much as 4x-7x larger, driven by social and mobility. The analyst has increased confidence in its 25% or better billings growth and reiterates its Overweight rating and $165 price target. :theflyonthewall.com |
|
