SAP
Magic Formula Business Sector #8: Software
(via www.magicdiligence.com)
Despite attractive economics and the potential for lasting competitive advantages, the Software sector is not a favorite of the Magic Formula screen. I examine why in this article, as well as providing some attributes to look for when picking a Software company from the screen.
NetSuite: Another Hot Tech IPO?
(via www.sinletter.com)
After the highly successful VMware IPO last week, which saw the price of the stock nearly double in just two trading sessions, it appears that tech IPOs are hot once again and there are some interesting ones that are currently in the pipeline.
Barron's Summary for the October 22nd Edition
(via seekingalpha.com)
Barron's covers Jones Apparel Group, Agilent Technologies, Newmont Mining, Integrated Device Technology, book store buyouts, and more this week.

