Salesforce.com Separating From Pack

This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week. The site, forbes.com is one of the top 500 sites in the world with nearly 10 million subscribers and approximately 100 million page views a month.

Reporting from Dreamforce 2011, the Salesforce.com (NASDAQ: CRM) user conference that began on August 28 and runs through September 2, Canaccord Genuity software analyst Richard Davis said that announcements and presentations by Salesforce support his assertion, “That the firm is decisively distancing itself from the competition.”

Davis believes enterprise technology is changing from cloud to v2.0 cloud. He says, “This new era is one step beyond cloud and two iterations past client/server. This is good news for Salesforce and bad news for legacy software firms.”

Mr. Davis added, “Salesforce remains our favorite large-cap growth stock. We believe the firm’s shift toward what CRM calls the Social Enterprise gives the company a significantly larger addressable market by multiples of billions, while putting the firm two iterations ahead of legacy vendors such as SAP, large portions of Oracle (NASDAQ: ORCL), privately held Infor, and a dozen smaller ERP vendors.

Amazon Summits A Dow That No Longer Exists

The addition of Amazon to the Dow with Walgreen’s unceremonious deletion, and the Dow’s current composition tells it like it

Financial Institutions Feeling the Crunch in Countdown to CECL Implementation

I was retained by Big Four accounting and consulting firm KPMG to assist them in their thought leadership efforts centered on changing accounting regulations. In this case, the Financial Accounting Standards Board or FASB had instituted new rules on the measurement of current and expected credit losses, i.e. CECL, that would require massive reorganization of financial reporting for the largest financial services organizations in the world. This thought leadership piece concerned the results of a survey among C-suite executives about their state of preparedness in the final countdown to the CECL implementation.

Securitizing Structured Settlement Payment Streams: A Primer

Fall 2012. This article was written with Stefano Sola and Phil Donahue, executives at JGWPT Holdings. We were engaged by JGWPT to assist them
in publishing the article below for The Journal Of Structured Finance.

Is The Media Biased?

This story is from our February 2024 update newsletter that offers communications insights, and hopefully, some amusing diversion.

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