04-16-2014, 04:18 PM
(04-16-2014, 03:58 PM)earthtodan Wrote: SNDK is looking really good right now. Much better valuation than INTU (although less sticky with customers, I suspect). They're growing in the enterprise cloud storage space. They just posted a huge earnings beat. They also declared their fourth consecutive dividend, so next quarter is the moment of truth for whether they intend to grow it, but the payout ratio is 10% of last year's earnings.
It's funny how some of the tech stocks look like the value plays in today's market. MSFT especially.
I agree, big cap tech looks pretty cheap to me. Huge cash flows, large share buyback programs, attractive dividends. Some of them are actually similar to utility companies now with the recurring revenues from their products. AAPL, MSFT, CSCO, ORCL, HPQ, IBM all similar cash cows.