NetApp will be releasing its earning tomorrow after the close of trading. The shares, which are included in our portfolios, have been on a tear with appreciation of about 14% over the past 30 days, some of it that in response to the upgrade by Goldman 2 weeks ago. At least based on posted ratings…

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Workday (WDAY)

A well-known analyst at the William Blair brokerage reported today that he had obtained input that Workday had closed an enormous deal with for the company’s human capital management solution. The report says that the customer has 2 million employees. If that is really the scope of the customer, then it is most likely Wal-Mart…

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