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 Demandware Inc. (NYSE: DWRE ) rose 10% to start the week following speculation it could be a takeout target.
So what: With shares of Demandware having drifted downward in recent weeks despite turning a narrower-than-expected first quarter loss earlier this month,, FBR Capital's Daniel Ives recently suggested salesforce.com would do well to acquire Demandware for its enterprise cloud commerce solution.
Now what: Still, Demandware isn't exactly cheap, trading around 16 times trailing 12-month sales and 340 times next year's estimated earnings, and even that's a big premium to pay for Salesforce, which itself is still striving to achieve sustained profitability. While such a deal could certainly fall into place, don't count on it as a crucial part of your investing thesis. For now, I'm perfectly happy continuing to watch Demandware from the sidelines.
Top dividend stocks for the next decade
In the meantime, the smartest investors know that dividend stocks simply crush their non-dividend-paying counterparts over the long term. That's beyond dispute. They also know that a well-constructed dividend portfolio creates wealth steadily, while still allowing you to sleep like a baby. Knowing how valuable such a portfolio might be, our top analysts put together a report on a group of high-yielding stocks that should be in any income investor's portfolio. To see our free report on these stocks, just click here now.