Salesfore.com (CRM) vs Netsuite.com (N)

This is a battle in the on demand software sector that is going to get bloody. CRM is Salesforce.com and an industry standard among Customer Relation Management software.

Netsuite sweetens the offering by tying ecomerce and some other bells and whistles.

They have been getting bashed since their IPO. My prediction is that Netsuite is going to offer some sweet deal to customer's of Salesforce.com to get them to switch.

This is going to affect both stock prices. Netsuite might receive a short term gain but this stock is not worth playing with.

The goldmine is shorting CRM. This stock will be affected and might fall to $25 a share.

If this scenerio does not play out then the FreeCRMs are coming (i.e. SugarCRM an ipo later this year).

With the economy doing bad and in a recession and the field getting more crowded for CRM , I would say short this puppy now.

If you don't believe me check out SugarCRM.com's website. And look at the cost comparison between SugarCRM and Salesforce.com

Jumping Into Apple before keynote @ $177 / Will jump out around $200

Just a quick note that I jumped in Apple around $177. After the keynote and Intel report I think this stock will be close to $200. I will jump out after that. If volume slows down around $190 I many exit at that point.

Press Release For BioSolar

New Research Update on BioSolar Inc. Issued by Beacon Equity Research
Wednesday January 9, 7:00 am ET

DALLAS--(BUSINESS WIRE)--New research update has been issued on BioSolar Inc. (OTCBB: BSRC - News) with a revised price target of $1.37 by Beacon Equity Research Analyst, Victor Sula, PhD.
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The full report is available at http://www.BeaconEquityResearch.com

Anyone interested in receiving alerts regarding BioSolar Inc. research should email members@beaconequityresearch.com with “BSRC” in the subject line.

In the report, the analyst writes, “Since our initial report, BSRC’s share price has surpassed our price target and now rests above $1.00. In addition the Company has increased its visibility within the investment community and improved trading volume and liquidity. The latest industry trends and Company developments discussed in the report are reasons we are raising our price target for BioSolar, Inc. to $1.37 and reiterating our Speculative Buy rating. BSRC’s stellar growth in recent months reflects the Company’s rapid progress towards commercializing its products and technology and industry trends that favor solar energy deployment.”

Other companies in the solar development market include Suntech Power Holdings (NYSE: STP - News), First Solar Inc. (NASD: FSLR - News), Trina Solar (NYSE: TSL - News), and Evergreen Solar (NASD: ESLR - News).

Top Pick - BioSolar

I am reiterating how much I love this stock. I have purchased it 5 times at various price points .88 - 1.25. Once the media catchs wind of this stock and what they do (make solar technology truely green) the green will flow.

Do yourself a favor and check this company out www.biosolar.com

My Strategy The Overview - The Three C's

I think its high time to divulge some of my stagey to my readers. I have summed it up into 3 simple components.

A) Core Industry - Stick To What You Know (i.e. technology, medicine, health care, etc.)
B) Core Companies - Watch A Group Of Stocks And Study How & Why They Fluctuate
C) Competition - Learn About New Companies To Invest In From Articles About Your Core Companies

If you know music then your Core Industry would be the music industry (i.e. Apple, Sony, Universal, etc.). If your an elderly person then your core industry may be health care, who knows about medicine and health care companies than you do? If you work on cars then your Core Industry would be the automotive industry (Ford, Toyota, Autozone, Shell, Gas Companies, etc).

Find some companies and watch them over a period of time. 6 months to 1 year is a good bit of time. I think its essential to study how the news and bumps in the market affect the stock. This allows you to invest around a core price. If you see the stock is down because of bad news and should be trading 40% higher you have an opportunity to make 40% in the short term. If you know that some bad news is going to affect the price of the stock because it has in the past, you can short the stock and make money as it goes down.

I always seem to learn about new companies by researching my Core companies. I highly recommend the strategy. It has allowed me to beat the analyst to the punch.

If your still in Intel get out now.

I have been out of Intel for a while. Sorry for the late notice. It wasn't making that 20% gain I like to see in stocks. With the news I just read about this anti trust lawsuit thats creeping up I have to say exit now!

Sell CRM - Short Now @ 55.30

"SugarCRM. Yet another open-source company, it offers, as its name suggests, software for customer relationship management, things like sales force automation and customer support. It is also on-demand. Think of it as an open-source version of SalesForce.com (CRM). The word is that it is cash flow positive."

Quote from: http://money.cnn.com/2008/01/10/markets/ipo/copeland_ipowatch.fortune/index.htm?source=yahoo_quote

RATED STRONG SELL

This spells bad news for CRM. They have increasing competitors like Netsuite and now SugarCRM. Its time to sell. I am selling short @ 55.30

Now Is A Good Time To Invest In Apple

Apple is going to be releasing some serious information at January 15th. This could include a tablet pc like the iphone, a blue ray HD DVD super drive, or some more advancements to the iPhone.

The stock has been beaten up and is around 185. It should pop to $200 on or around the 15th.

Shorting Netsuite on a down day @ 31.90

This is what you call a bad day in the stock market. I haven't seen my stock watch list look this down in a long time. I have shorted Netsutie again, sorry couldn't resist. I got in at an uncomfortable position but there were not a lot of shares to short. I am betting it's going to go lower than 31.90. I don't have a lot invested in it , like before but before I made $1000 in three days.

New Rule

Once I have had fun with a stock, I can't re-enter it until the next day.

Just had to share. I wanted to so badly short Netsuite again. I think I have made enough selling it short at 39.20 and buying it to cover at 35.59. Hey that was better than a 10% gain in a couple of days..

Okay back to work

Get Into Bio Solar Now

Just can't sit here and keep this one to myself BioSolor is a gem in the rough. Check out the company website or the stock. Get it now at 1.03

Out of Netsuite at $35.59

Thought I would let you all know. May watch it tomorrow and short it again if it keeps falling. Hefty profit for three days.

Hope You Shorted Netsuite @ 39.20

Wow look at this chart. I shorted this and it seems to not have stopped falling. Good guess.

Portfolio's Successfully Recession Proofed

The stock market fell 200 points yesterday but both portfolio's were up one 2% the other 10%. These stock are on the left hand side of this blog. Check them out. Lots of oil and technology. Shorting Netsuite a company that competes against Salesforce.com because its up 200% since its initial public offering with no clients (12,000) - basically its up on emotional buying. This puppy dropped 6% yesterday. Lets hope it goes back down to $24 - its original valuation. I will be watching it very closely.

Shorting Netsuite @ 39.20

Holding shorting! Well I have found a very over inflated stock that may fall to the high teens in a week or two. Its called Netsuite. Ticker symbol is (N).

Buying into the Digital Photo Frame Craze

One of my portfolio's has been doing incredible. I moved everything out of Apple +134% in one year. I diverted some of my funds to Netsuite (ticker symbol: N) - a company that the ex-head of Oracle started to compete with Salesforce.com and half into DPDW ( a penny stock with the ticker symbol DPDW or DPDW.OB ). I bought into DPDW at .74 and its 1.01 now!

I heard a rumor abour at 39 million dollar deal Netsuite may be getting - this could send the stock through the roof. Don't ask me how I heard it. I am highly recommend this stock with an exit point at $60 a share.

The Deep Water Dance Article by Motley Fool - MUST READ

http://www.fool.com/investing/dividends-income/2007/10/08/the-deepwater-dance-marathon.aspx

Malls Are Empty

Did some last minute shopping on this shortened trading day. The malls were empty. The high end stores sales people looked desperate. I wanted to give my money to them instead of the man ringing bell with the salvation army cup.

With that being said I think shorting retailers is a no-brainer when the man rings the bell on Wednesday ( I think trading resumes then). I also think that buying anybody associated with Digital Picture Frames or buying Garmin stock is win.

I will see what I can find over this holiday weekend. Oh yea PBR is gaining large and spending the money wisely. Just read some of the news on PBR and let me know if you think this company will break $200 in 2009.

Merry Christmas

ARTW - Shorting a stock that has +300% gains

I have been replenishing my portfolio with a short position in ARTW. I have seen this stock give back over 100% gains in the last week. I have made a substantial profit from betting against this company. I see it falling to the low 20's.

Investing In Doom and Gloom - The Upcoming Recession

The talk of Recession has been mentioned many times on the financial talk shows and whispered lots round wall street. Some analyst even have even went out on a limb and said that there would be a 50% chance of a recession.

Well let me tell you, with some of the recent news I am CONFIDENT that the bears will run the table and that there is more than a 90% chance of recession in the upcoming year. I think that lots of people in Washington and the old timers on Wall Street know this and are probably investing for it.

Lets think about the recent factors

1) Wheat shoots over $10 a bushel based on recent news from the UN that global warming + drought + population explosions + natural disasters + corn being used as gas = ONGOING STRAIN ON AN ALREADY LOW FOOD SUPPLY

2) RETAIL FIGURES WORST IN 6 YEARS. Sales in stores are scaring retailers. Women's clothing is not in the top five gifts for the first time ever.

3) HOUSING MARKET NOT FIXED YET. Their are plenty of sub prime mortgages that will be coming to term next year. This will affect financials and housing.

Its time to invest for with a recession. I will be analyzing my portfolio to make sure and take advantage of this. What immediately comes to mind is durable goods, discount retailers, and commodities.

Loosing My Religion

Okay heres the long and short of what has happened over last week.

I jumped out of GOOG and PBR with profits of 5.5% and 9.5% respectively. I jumped into ARTW a big mistake, thinking that this stock was going to go higher than the 400% it had traveled. I lost big time (16.25%). Enough to send me into a state of deep anti-blog depression.

I wanted to take time and analyze the state of paralysis that overtook me as I started to watch double digits percentage losses. I wanted to take a moment and think about the big mistake that most investors make when they start seeing a decision they make go south - hoping they will make back their profits. This only works on companies that have a sound foundation and Art Way Manufacturing does not. They make farm machinery. Farmers are strapped for cash! This stock was more than likely overinflated and I thought I could ride this wave but when the floor fell out from under me, all I could do is sit there and watch my hard earned dollars evaporate into the same diesel smoke Art Way Manufacturing machinery emits! I have learned my lesson and now I am ready to get back on that horse.

I finally sold the ARTW stock and immediately reversed my position. I took whatever money I had left and sold ARTW short. I held my breath and on Friday it dropped. Today it looks like it will drop 10%. Lets keep our fingers crossed.

For the beginning investor who is new to the idea of making money when a stock price falls - its called shorting a stock. Whenever this stock drops too, I make money. Its like betting the stock is going to fall and is a handy investment tool for the bad news scenarios. Usually brokerages won't charge you anything to sell a stock short. It is usually an option when you go to trade a particular stock. You might see buy, sell, sell short, or buy to cover. Buy and sell are obvious. Sell short is what I did to ARTW. When I make back the 16.5% I lost, I will buy to cover and hopefully recoup my loses late last week.

Oh and in the time it took me to write this I have purchased a small amount of Etrade (ETFC). I couldn't resist and I think it will be a good long term play.

Scottrade back online 10:13 - Could it be Etrade (ETFC)

Can someone please tell me how many millions Scottrade just lost? I would have to start investigating E-trade. I know this stock has been pretty beat up and I know they have a huge debt (billions) that has made this stock trade in the penny stock category but after seeing Scottrade blow up for an hour, I have to think that there might be a slight migration over to E-trade...

Maybe the hack is E-trade (ETFC) ? It wouldn't be the first time a company tried some corporate espionage. Wouldn't that be funny if Scottrade investigated the hack attempt and found out it was Etrade ?

Just wondering and you can't sue people for wondering!

p.s. My buddy from Florida who just visited with me highly recommened E-trade. I was going to label it a good stock pick before this happened after some preliminary research .

Confirmed - Scottrade's website is offline

This is an interesting turn of events. It looks like if you try and log into your account you get an error page. This is being broadcasted on this blog first! at 9:41 AM on the 17th of December.

This cold be a hack attempt or just a site outage. This would not be the first time Scottrade.com has has sub come to a hack attempt. They notified customers last year about an attack that left clients account's that were linked to scottrade in jeopardy. I may have to remove them from our recommend lists.

We have other discount online brokerages recommended on our links list at the bottom of this site.


This is what it looks like when you try to access you account

When Scottrade Doesn't Work

Its been a while, sorry for the hiatus. I just can't believe scottrade.com 's website is not working. This has to be historical. When you try to log into scottrade you get a 404 page. I have to call them. More posts soon.

EP (El Paso Corp) Going It With Texas

I just entered EP, El Paso Corp, big. I thought I could get better gains in the short term with this company. They specialize in natural gas and own a major pipeline. Compared to its peers I think its in tune to make a short term 10% gain. I know about this company through PBR.