Made over $70k this month on CRM trading thanks to underground stock alerts (google them) I get my stock alerts from them. They put out a report on the S&P 500 a few months ago and were SPOT on. Good luck all longs!
In 2008, earnings were $18M, heading to $43M the next year; now they're negative $270M and getting even more negative, I can totally see why this is a $35B company and I'm sure it will end well for all momentum investors.
Sentiment: Strong Sell
RE: "Salesforce is a high-growth, high-profit company. If you fail to understand that, you will lose tons on this stock."
Wrong and wrong! Growing by overspending on acquisitions and losses accelerating. No growth, no profits.
Sentiment: Strong Sell
this lunatic posts more lies on yahoo than anyone else...go see a psychiatrist before its too late you creep....
Thanks! I found it.
Isn't it fishy that a company that sells software to track precisely this kind of stuff is not capable of tracking what should be strategic sales metrics of their own?
Last year's predictions from the press release (split adjusted): Guided the 2014 fiscal non-gaap to $0.47-$0.49. Actual $0.35. Fiscal 2015 current guidance $0.48-$0.50, same as last year. I prefer GAAP, but let's just stick to the web they've woven. Stock is up 50%+ in a year. Operating cash flow and margins? This is not just spectacular, it's the greatest show on earth.
What will salesforce be worth in 6 years, 2020?
I simply look at the growth, how fast they are diluting the share holders and the multiple of price to sales.
Pick numbers and do the math.
If I put growth at 25%, dilution at 5% and give them a multiple of 4.2, its a $74 dollar stock in 6 years. Lots of ifs.
First the only way they could get 4.2 in 6 years is if they have a PE.
Also I don't think they can keep a 25% growth over the next 6 years. And how much did they dilute share holders this year.
Lets look at less rosy picture. 20% growth yoy for the next 6 years. 5% dilution and 4 times P/S. The stock price is.... $55
Who is buying this stock? They are paying what it might be worth in 6 years. Big might.
What do they need in PE in 6 years? 10, 15, 20? If I say they have a PE of 20 in the example above they need to make 2.4 billion. Long ways to go.
Tell me people are not hoping for a bigger fool?
This puts share price at $72
Earnings at $3.6 Billion
This puts share price at $79
Earnings at $3.9 Billion
My calculations show dilution at 7%. Started the year at 565 millions shares, ended the year at 607 million? Is that correct?
This puts share price at $61
Earnings at $2.8 Billion
That number doesn't lie. You can look at revenue, cash flow, deferred revenue, or whatever else you want, but as revenues go up so do the losses. Even organic revenue growth is slowing and they can't really do anymore acquisitions since they have no cash and nobody wants their diluted shares.
The company is showing a profit: Salesforce reported $0.09 earnings per share in the third quarter of 2014. The company is in a good position to reinvest profits and focus on future growth through new products, including the new Superpod service.
Reinvest profits? I think I just peed myself laughing.
Who cares what Analyst say. If you don't have 5 million invested with them, they are not working on your behave. So if you are invested with them you are right take their advice.
If not, you might want to look at the company's value your self. How do you see this being valued at $30 billion?
$4 billion? Loses $250 million. The numbers have gotten worse. Diluting shareholders. And You think it worth 10.8 billion more? Wow.
CRM is a Ponzi scheme...this folks is the next Enron