Out Fox The $treet

When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, it had so much promise for providing a social platform for businesses. The stock shot up to $28 due to the excitement that social media brought at the time. After a weak quarterly report, the stock plunged over 20% to end back around $13. Stocks such as Facebook plummeted as well back in early 2012, but most more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY ) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that left limited upside ever since. The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 25 times fiscal year 2014 (ending January 2014) revenue more » Disclosure: Long MM. Please review the disclaimer page for more details.