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Thread: US Public companies that utilize OneWorld / EnterpriseOne I follow...

  1. #11
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    Well, what the heck - I started it, so I might as well finish it !

    I added a historic chart that updates for the past month - and the live data shows the increase (decrease) since the close on the prior day.

    I also added a "Job Strength" index for those of us that are always keeping an eye on the JDE job market - What is very interesting is that this shows the market share of live JDE jobs compared to SAP and Peoplesoft.

    Enjoy !
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  2. #12
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    Companies to add :

    ABM
    AI
    AMLN
    CBG
    CLU
    DF
    ETN
    GTLS
    GVA

    If your company isn't listed on this page - please continue to add to the list....
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  3. #13
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    one more I just found:

    CVE
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  4. #14
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    NYSE:STZ

  5. #15
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    Thankyou Ethan !

    If you've been following the index this year, its done pretty darn well ! Since the start of the index, its risen from ~750 to ~950 ! Thats a 25% increase in just over a year !! Anyone using this as their portfolio basis - let me know ! And if anyone knows of stocks that should be dropped for not using JDE, let me know - I've got a dozen or so additional stocks that can be replaced into the portfolio.

    I have also started to create an SAP portfolio of companies that SAP uses as reference companies for their advertising. I'm planning on creating a comparative view between the SAP index and the JDE index - and compare it versus directly investing in SAP/ORCL.
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  6. #16
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    Jon,

    Thanks for putting this together (on top of your zillion other helpful posts). When you get the SAP and SAP/JDE comparison ready, please post the links!

    Sadly, my investing methodology isn't guided exclusively by the ERP software used by the company. Maybe you will start a hedge fund solely focused on ERP and only pay a 15% tax rate!

  7. #17
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    interesting about the hedge fund

    My thoughts on the JDE investment strategy is that usually companies that implement an ERP system are at a point in their evolution when they're breaking through from a large company to a very-large company. Its indicative of growth - and a major indicator based on companies I've worked for in the past.

    Either that, or the company is implementing ERP as a basis for being purchased. I've worked for several companies where implementing JDE actually places value on the company and ensures a better takeover bid occurs.

    Now, there is always some risk. I've seen companies implement ERP and go completely belly-up - so its not 100% safe. Also, some of the companies in the index are Fortune 500 - so that somewhat limits growth.
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  8. #18
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    One of the stocks in our little list - PDE - is being taken over today. They jumped up 16% - and has helped the index climb to a staggering 975 !

    I am working on some longer-term charts and graphs based on some wonderful unix tools I'm becoming well versed in. All good fun - but with a serious twist to it !

    Please check them out here :

    http://mail.erpsourcing.com/~nwnserver/mrtg/jdeetf.html

    Note that this incorporates ALL the stocks in this chart, therefore the chart is somewhat higher.
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

  9. #19
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    Jon,

    Playing with the always delightful MRTG I see! If you want to have a LOT of fun go check out Cacti!

  10. #20
    Senior Member altquark's Avatar
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    Re: US Public companies that utilize OneWorld / EnterpriseOne I follow...

    I love MRTG and RRD Tools for creating on-the-fly statistical graphs. But I'm looking for something better - cacti looks very similar to MRTG but I've been looking at pChart (http://www.pchart.net) which also has pCache as well, reducing the time to draw the chart.

    I noticed that there is no way to create a custom portfolio of stock quotes and chart these using specific variables. However, Yahoo has a great data-feed - and I was wondering about putting together something that would plot a portfolio by marketcap or by stock price, etc. http://www.stockcharts.com is the best place to identify charts on individual stocks - but nothing so far for a group.
    Jon Steel
    EnterpriseOne/SOA Technical Architect
    erpSOURCING LLC
    http://www.erpsourcing.com
    cto@spla.sh
    24/7 Assistance - (904) 382 5701

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