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Q: If you were to replace CRM, what would you replace it with?

Thanks for your service!

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Read Answer Asked by Ozzie on September 17, 2024

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Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx

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Read Answer Asked by Christopher on September 18, 2024

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Q: Hello 5i
What is the outlook for Salesforce over the next few years?
I’ve owned it for many years but am tempted to move on to better opportunities.
Thank you
Dave

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Read Answer Asked by Dave on September 16, 2024