Confident Investor comments: I am removing Salesforce from my Watch List. They were not profitable in their last earnings period. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.
Confident Investor comments: My biggest concern with this stock is its huge P/E even compared to its peer group. The only real way to justify this P/E is that no other company has come up with an effective product to compete with Salesforce.com for its core offering. If that were to happen or if the growth in that core market should slow, this stock would be ripe for a correction. My second biggest concern is that the company operates on very thin margins making far less than 2% net profit on its sales and this is reflected by a troubling ratio of income per employee. At this price and at this time therefore, I think that a Confident Investor can cautiously invest in this stock even though most of the other metrics are quite good.
Apple [[aapl]] has come under a great deal of discussion in the past week or so due to it’s ever expanding hoard of cash. Most companies hate having that much cash in the bank (or perhaps they are not fortunate enough to accumulate it) but Apple seems to really enjoy having a big savings account. […]
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock. I am slightly concerned that the employee productivity of this company is so low. With their business model, I would expect this number to be much better. This could be a sign that they have more productivity to scale out or that there is a problem inherently with their management.