Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of TIBCO Software
So what: Similarly styled losers included Informatica
Now what: To be fair, TIBCO does trade for a premium to the long-term earnings growth analysts expect. Bad news tends to tank pricey stocks, even when the news isn't directly related to the underlying business. That seems to be what we have here. Where do you stand on this stock? Would you use the selloff as a buying opportunity? Weigh in using the comments box below.
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