|Day Low/High||221.58 / 227.81|
|52 Wk Low/High||115.29 / 284.50|
As power has changed hands in the White House, we can expect these names -- and themes -- to benefit.
The potential buy trades are in Invitae Corp. and Salesforce.com.
ZM has gone to equity markets to raise some dough... while the price is still rather elevated? Makes one wonder, does it not?
We ceded control of our lives to the tech giants long ago. But I won't let it happen in my portfolio in 2021.
I would like to add a bank - BAC - and have always liked United Rentals.
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
The CRM software giant sports relatively low sales and billings multiples, and it stands to benefit in several ways from COVID's impact on enterprise tech adoption.
In 2021, let's support each other as we fight our way out of this mess. Let's learn how to love, and forget how to hate.
I just love the sheer aggression, and the open willingness to remodel what had been a very successful industrial conglomerate.
I rolled up my sleeves to tamp the froth and slay the euphoria, and here's what I found instead.
Salesforce.com and Beyond Meat appear to be on sale and are presenting interesting trade setups that are worth tracking.
Most important come Inauguration Day is the seamless transition of leadership over 'Operation Warp Speed'.
* A host of companies and industries have benefited from a pull forward in sales Late yesterday Jim "El Capitan" Cramer wrote: "Here Comes the 'Pent-Up Demand' Bull Market" Jim highlighted automobiles, retail and technology, among other industries...
Salesforce believes in what they're doing. On this, I have no doubt. I believe in CEO Marc Benioff. On that you can have no doubt.
Even before the planned acquisition of Slack Technologies the stock of the enterprise software giant had been trading indifferently.
* I went large-sized net short yesterday * Bonds were conspicuously weak, I remain short Jim "El Capitan" Cramer liked what he saw yesterday: See Jim Cramer: A Great Market Is One That Can Ignore Negative News Entirely (3:24 pm post by Jim). But, ...
Also, Salesforce posts successful quarter and announces Slack acquisition to effectively take on Microsoft.
Salesforce beat estimates, issued mixed quarterly guidance, confirmed the Slack acquisition and outlined its post-acquisition plans for Slack.
The fact is that business in whole areas of the economy remain very strong despite what you heard about ZM this morning.
To say that ZM hit the ball out of the park does not do the quarter justice.
Apple has placed highs at ever dwindling prices and lows at ever increasing prices. Withering formations like this often foretell explosive moves one way or the other.
Remember, if you understand markets, this has been more a broadening of the bull market, not a rotation.
The battle to gain control over Covid-19 is entering a crucial stage and calls for continued determination.
Salesforce could see value both in how Slack is used to collaborate with co-workers and in how it's increasingly used to engage with customers.
Reports of a potential buy by Salesforce.com moved the stock, but it's a tough call.