November 28, 2012
As a group, new offerings have outperformed the broader market this year -- up 14% versus an 11.8% return for the S&P 500. Workday (NYSE: WDAY ) deserves some credit for the win. The cloud-based provider of human resources and financial management software has seen its shares soar from its $28 issue price.
Foolish investors have yet to get behind the stock, and I can't blame them. The company is courting competition from the likes not only of NetSuite (NYSE: N ) in financial management and Informatica (Nasdaq: INFA ) in integration but also one of its signature customers: salesforce.com (NYSE: CRM ) . Find out more in the following video.
It's been a frustrating path for Microsoft investors, who've watched the company fail to capitalize on the incredible growth in cloud computing over the past decade. However, with the release of its own tablet, along with the widely anticipated and web-savvy Windows 8 operating system, the company is looking to make a splash in this booming market. In this brand-new premium report on Microsoft, our analyst explains that while the opportunity is huge, the challenges are many. He's also providing regular updates as key events occur, so make sure to claim a copy of this report now by clicking here.