Workday, Inc. Class A (WDAY)

I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.

While enterprise software firms are still generally reporting good top-line numbers, the group remains in multiple-compression mode -- for now.

The purpose is not to shake you out, although it can feel like that; here's what's really going on.

Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.

Having a bad game does not mean you quit forever. It just means it is time to regroup and rethink strategy.

Here's why much-hyped Workday just doesn't look like a good investment (hint, it's never shown positive cash flow or profitable quarters).

In the market cap bracket between $5 billion and $100 billion sit some of the most egregiously overvalued, economically inefficient bubble stocks in this peaking market.

Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.

Ignore the macro arguments that are having no impact and focus on price action in individual stocks.

We don't have enough stock pickers or individuals to handle all the new stock that's been created. And It is trashing the cloud kings, among others.

The growth investment community is abuzz with the idea that the great growth story of the era -- software-as-a-service -- is at an end.

Checking the charts and indicators of the once-hot cloud stock.

Money fled high-growth, high-multiple stocks on Wednesday and chased a mix of both defense and value.

There are plenty of senior growth companies that can still move higher.

I like the long call now.

When things are going well it is always difficult to see an inflection point.

With low price-to-earnings multiples, these stocks could be buys right now -- depending on your take on recession.

That the market didn't plummet following the strikes on Saudi oil facilities shows big differences in our economy and reliance on foreign oil compared with just a decade ago.

A trade deal still seems far away, so check your China exposure, again, as earnings season approaches.

Slack could shift sentiment with a strong earnings report on Wednesday.

Marvell brushed off a light quarterly outlook, while Workday slumped in spite of raising its guidance. Valuations are a factor, but so are long-term expectations.

The shares have weakened in the two months leading up to earnings.

These stocks and sectors are safe havens, and may even be opportunities.

Following TSLA's run into earnings and WDAY's failure to meet its initial upside target at the $231 area so far, let's take a close look at the charts for both.

From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.

When stock fundamentals and stock valuations diverge, profit opportunities are created.

Estee Lauder is among the companies that are sure winners, no matter which way the economy goes.