Q: I have had these 2 stocks for the last 3 and 5 respectively. Regardless of sectors, I am thinking of selling both and buy for a 3 year period at least Docusign. Your opinion on future growth for this move? Is it worth it?
Thank you again.
Q: Between Docusign and Zscaler which would you start a new position with.
Thank you for your great work
Peter
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Atlassian Corporation Plc (TEAM)
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DocuSign Inc. (DOCU)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
