• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.65X Cap: $2.38T
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• Twilio Inc. Class A (TWLO $113.16)
  • $113.16 Cap: $17.34B
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• ServiceNow Inc. (NOW $938.78)
  • $938.78 Fwd P/E: 127.38X Cap: $194.32B
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $119.25B
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• Cloudflare Inc. Class A (NET $181.39)
  • $181.39 Cap: $62.87B
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Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken

Upvote 0

Read Answer Asked by kenneth on August 19, 2021

• Avalara Inc. (AVLR)
  • Cap: $8.25B
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Q: Recent quarter looked strong. Tax compliance should continue to grow as companies and workforces gets more distributed and governments looks to collect their share of taxes. Thoughts on the quarter and outlook? Do you see them as a take out target longer term?

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Read Answer Asked by Sal on August 10, 2021

• Garmin Ltd. (Switzerland) (GRMN $215.92)
  • $215.92 Fwd P/E: 28.45X Cap: $41.57B
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• The Trade Desk Inc. (TTD $75.38)
  • $75.38 Fwd P/E: 91.93X Cap: $37.04B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• StoneCo Ltd. (STNE $15.47)
  • $15.47 Cap: $4.20B
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• Cerence Inc. (CRNC $9.33)
  • $9.33 Cap: $403M
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• Unity Software Inc. (U $28.93)
  • $28.93 Cap: $12.02B
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• Affirm Holdings Inc. (AFRM $64.72)
  • $64.72 Cap: $20.87B
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Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.

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Read Answer Asked by Eric on May 26, 2021