Stock Picks: Taleo, Ultimate Software, Salesforce.com and Omniture

While this Blog may be focused on the technical side of ERP, CRM and on-demand software, I think it’s important to see the same companies from a Stock market analyst point of view.

First, my disclaimer: I have no current stock positions in any of the companies listed in this article.

Last week, the Wall Street Journal published a section titled “Finding the Way in Rough Seas.” [Registration required]

Two of the three top stock pickers in the software category gained that distinction by selecting such SaaS stocks as Taleo Corp. (TLEO), Ultimate Software Group Inc. (ULTI), Salesforce.com Inc. (CRM) and Omniture Inc. (OMTR).

To illustrate the divergence of the stocks with the index this year, here is a chart from seekingalpha.com with TriZetto Group Inc. (TZIX), NetSuite Inc. (N), Salesforce.com (CRM), Constant Contact Inc. (CTCT) and Salary.com (SLRY)




The article says it all:

Pick a stock with expectations that are attainable in this economic environment and whose application helps companies expand and perform better in a healthy industry, such as health care, or reduces costs in companies that are more economically challenged.

Click here for the full article from seekingalpha.com.

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About Jimson Lee
Jimson is a freelance industry analyst, with over 25 years experience in the IT industry. Prior to joining CRMHelpDeskSoftware, he spent 4 years as a Senior Consultant at Sierra Systems Group, part of Golden Gate Capital, a leading private equity firm with $9 billion in capital under management. Jimson currently resides in Rome, Italy.