Are We All Wrong About Salesforce.com?

Risk Neutral Investor submits:A lot has been said about in-the-cloud valuation multiples of Salesforce.com (CRM) and how overvalued the stock is. Even using the non-GAAP earnings (which are much higher than the GAAP earnings), one can see that this is one of the most overvalued stocks in the US market. However, to see the true extent of over-valuation, one has to use the GAAP numbers.

By Ed Liston: In this article I will examine two companies in order to answer a question that has been bothering me - what is it that enables loss-making companies still make money for investors? How can a company that has been losing money as a business still manage to make money as a stock? How can some stocks manage to live with unrealistic valuations for so long? What makes these stocks tick?

By Benjamin Goldman:Groupon (GRPN) shares closed at $24.58 at the close of February 8th trading. At the close of April 17th, the share price dropped to $12.58, down 48.8 percent. During this time, we have seen Groupon miss earnings and then have to restate earnings, but the vast majority of the drop came from a consistent bearish influence during a time where the Nasdaq was up 4.34 percent.

Cramer was still net bullish on the markets, as he made 51 “buy” calls and “19” sells between December 1 – 8th 2011. Within the technology sector, 8 were “buys” and 5 were stocks to sell. The calls are summarized below: Name Symbol Call Date

By Benjamin Goldman:I am typically a very optimistic investor and strongly prefer long positions to short positions. However, I believe that the current tech bubble has to burst as a result of the world's recent macroeconomic issues.

By Sammy Pollack:Both LinkedIn (LNKD) and Groupon (GRPN) traded lower today despite the major rally in the broader indices. This is a clear sell signal. If these stocks cannot trade higher in a market like today, then there is clearly something terrible wrong with LNKD and GRPN.

On Friday, Groupon Inc. (GRPN) officially debuted as a public company.  The first day of trading was a major success with the stock closing 31% above its offering price.

Jett Winter submits: Monday’s major U.S. indices ended mixed with the Dow Jones down 20.18pts, the Nasdaq up .36 pts, and the S&P 500 down 1.97 pts. Stocks started strong with the Dow briefly breaking the 10,300 level, but selling set in as Greece’s debt was downgraded by Moody’s to junk status.