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Alibaba: My Valuation Of The Stock, Buy Rating Re-Affirmed

1h seekingalpha
Let's start with the core commerce business, Alibaba's (NYSE:BABA) main source of strength and cash flows. Needless to say, Alibaba's core commerce business is in a solid uptrend that has only accelerated over time. In Q3, the company reported its fastest revenue growth rate (63% YoY) since the IPO. In my previous valuation of BABA, I used Amazon (NASDAQ:AMZN)'s EV/EBITDA multiple as a "conservative" multiple to use for the valuation of the core commerce business. (242-0)

SendGrid Has A Successful IPO

3h seekingalpha
SendGrid was incubated through the TechStars accelerator program. Prior to listing, it had raised more than $80 million from investors. (175-0)

Salesforce.Com: Chase The Wild Horse?

5h seekingalpha
I would be surprised to see deliver anything short of solid top-line growth and improving margins this quarter.

Go Long, Inc. Into Earnings With Confidence

9h investorplace, Inc. (NYSE:CRM) is a shooting start stock that has rallied for years. It used to be the tiny company that could. It is considered to have helped create the idea of the cloud, having been on that band wagon since inception. CRM stock is up 200% in five years. (33-0)

Twilio Inc Stock Is Cheap, but It Is Nowhere near Cheap Enough

10h investorplace
Cloud communications app maker Twilio Inc (NYSE:TWLO) had a lavish IPO honeymoon with Wall Street. TWLO stock went public at $15 per share. The stock jumped 90% in its first day on Wall Street. The rally continued all the way to $70 over the next several months. (154-0)

Cisco: Not Buying The Software Story

10h seekingalpha
Relatively little of Cisco's software growth has been organic, and its portfolio of applications is both confusing and beset by competition. (151-0)

Game Plan For The Week - Cramer's Mad Money (11/17/17)

13h seekingalpha
Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday, November 17. (141-1)

Deere, GameStop and More Earnings Coming This Week

2017-11-19 247wallst
Thanksgiving is coming this week and the markets will be taking Thursday off. Also, many people will be taking off the Wednesday before and Friday after. So most of the action next week will be happening on Monday and Tuesday in this abbreviated trading week. (18-0)

ShotSpotter Could Get Shot Down By Lockup Expiration

2017-11-19 seekingalpha
When the SSTI IPO lockup period expires on December 4, 2017, pre-IPO shareholders and insiders will finally be able to sell large quantities of  previously-restricted restricted shares. (45-0)

Short Opportunity For Recent IPO Appian

2017-11-19 seekingalpha
When APPN's 180 day IPO lockup period expires on November 21, 2017, pre-IPO shareholders and insiders will be able to sell previously-restricted shares of the stock for the first time. (11-0)

3 Earnings Reports to Watch Before Thanksgiving

2017-11-17 investorplace
Earnings season largely has played out, and the pickings for traders are getting a bit slim. There are a number of retailers that still have yet to report — but most of those that are left are saving their results for after Thanksgiving. (48-2)

Partnerships & Buyouts to Drive Salesforce (CRM) Q3 Earnings

2017-11-17 zacks, Inc. (CRM - Free Report) is set to report third-quarter fiscal 2018 results on Nov 21. The Zacks Consensus Estimate for the quarter is pegged at 37 cents, representing a year-over-year increase of a whopping 52%. Additionally, analysts polled by Zacks project revenues of roughly $2.65 billion, up 23.5% from the year-ago quarter. (88-0)

2017 Q4 IT Spending Could Be Huge: 3 Stocks to Buy Now

2017-11-16 247wallst
Regardless of how you feel about the current political climate in the United States, one thing seems very clear: business optimism is as high as it has been in years. And with a very surprising third-quarter gross domestic product reading of 3%, despite some of the worst storms in a generation, the trend seems to be going higher. One of the positives from optimism in the corporate world is renewed and, most importantly, increased levels of spending, and that seems to be the case when it comes to information technology (IT) spending in the fourth quarter. (16-0)

3 Reasons Microsoft Corporation Still Has More Upside

2017-11-10 investorplace
It seems that Microsoft Corporation (NASDAQ:MSFT) has somehow regained its youth. It’s as if the company has returned back to the roaring 1980s and 1990s, and MSFT stock prices continue to show it. (57-0)

Facebook Inc’s New Target Market Could Keep FB Stock Flying

2017-11-10 investorplace
The Facebook Inc (NASDAQ:FB) story to date has largely been an individual/consumer-driven one. FB stock has rallied nearly 500% since its early-2012 IPO because it has catered to people’s personal vanities. It’s also delivered highly-targeted ads that advertisers increasingly crave. (67-0)

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