Why Workday, Zulily, and Noah Holdings Soared Today

Stocks finally overcame their hesitation as the S&P 500 soared to a new all-time record high, and some big moves from these three companies helped set the positive mood among investors. Find out more about what made these stocks soar.

Feb 27, 2014 at 8:01PM

After two days in which stocks rose early in the day but fell back by the close, the S&P 500 finally advanced to a new all-time record high Thursday, with major market benchmarks finishing up about half a percent. Positive comments from Fed chair Janet Yellen helped give investors confidence about the weak economic data that has hit the news lately, and strong performance from Workday (NYSE:WDAY), Zulily (NASDAQ:ZU), and Noah Holdings (NYSE:NOAH) helped set the tone for today's record gains.

Workday climbed 15% after the cloud-based human-resources and enterprise software specialist reported strong revenue growth of 74% and a narrower-than-expected loss last night. In an industry that has long been dominated by Oracle (NYSE:ORCL) and SAP, Workday's success even as a small competitor has investors excited about its ability to lure even the largest business customers to its offerings. With so much growth ahead of it, Workday's share-price gains today could just be the beginning for the company. Analysts at FBR Capital Markets agreed with the positive assessment, upgrading the stock today and expressing optimism about Workday's future.

For Zulily, today's 18% gain was just the latest in a series of upward movements, with Tuesday's 36% jump coming after the online daily deal company saw revenue double and net income more than triple. What's particularly surprising is the fact that investors apparently have faith that Zulily won't duplicate Groupon's (NASDAQ:GRPN) experience in daily deals, even though it's hard to see durable barriers to entry that give Zulily a lasting competitive advantage over any other company that comes into the space.

Noah Holdings rose 16% after the wealth-management company for China's elite posted 81% higher revenue on net income that more than doubled. The company doesn't expect that torrid pace to continue forever, but even more modest guidance for 27% to 34% growth in adjusted earnings per share was enough to make investors optimistic about Noah's future. The primary threat to Noah's success is the risk of a reversal of fortune in what many have called an overheating real-estate market in China, but if the company has advocated a diversified investment strategy for its clients, then even a Chinese implosion might not hurt Noah's prospects going forward.

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4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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