Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.
Thank you.
Donna
Q: Please comment on earnings and the details of the call, particularly any updates on the slack acquisition. Regards greg
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Q: Hi 5i,
I know you like TEAM and have been holding for a while (Thanks!). However, I'm beginning to worry that with CRM bulking up and trying to compete with MSFT in the enterprise collaboration space, that TEAM will start falling behind. Especially, as the other two do more and more acquisitions and bundling. Do you think that will be the case or do you think TEAM has still got good growth? I currently hold TEAM and MSFT. Should I continue to hold TEAM or maybe swap it out for CRM? (I also have ADBE and VEEV if that make any difference).
TIA!
Wayne