The case for Purchasing ENOC shares Now 1) The company is one of the leading providers of green tech solutions to both utilities and to enterprises that minimize power consumption and improve network utilization. 2) The company is one of the world-wide leaders in Demand Response solutions. 3) The company derives a substantial proportion of…
OpenText is a holding in both our growth and our income portfolio. The shares have reacted favorably to the transaction and we think there is more good news to come. We intend to continue to maintain our positions of OpenText in both portfolios and expect to see the shares work higher in the wake of…
Amazon Web Services recently held its user summit in New York City. We attended the event which was basically typical of these kinds of gatherings. Users go to these events to share anecdotes and use cases and to hear speakers talk about trends in the community. Not much there for the typical investor-a little more…
CRM will report the earnings for its fiscal Q2 on August 31st. The company has had a succession of strong quarters with little evidence of slowing growth that might be anticipated for a company of this scale. Indeed, the last 2 quarters have featured 3 of the largest transactions this company has ever closed-perhaps 3…