Software and Services

Super Micro Computer, Essendant Inc. and Digi International all are down significantly for the year to date.
Balance-sheet unwinding will get close attention.
The software giant's stock is trading at 30 times forward earnings estimates, which seems like a pretty rich valuation.
Try these plays on Tesla, Netflix and IBM.
Don't invest just because it's a hot stock; know what the company does.
The action has had a positive bias even though it has been quite mixed.
Companies trading at low multiples to net current asset value can be compelling to acquirers -- here are some names to consider.
This action is deceptively difficult to trade.
Just because they're not in an index doesn't mean they can't be winners.
Oracle's push into cloud computing is giving it the right stuff to beat Street estimates.


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