Q: Sometimes the market likes an acquisition and other times it does not or maybe the announcement in the middle of a selloff/rotation was not well timed. Wanted to ask your take on Okta acquisition of Auth0?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Beyond Inc Com (OSTK)
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Coupa Software Incorporated (COUP)
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Okta Inc. (OKTA $88.35)
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Green Dot Corporation Class A $0.001 par value (GDOT $12.69)
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Redfin Corporation (RDFN)
Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.
Q: Both of these has been hitting all time highs.
Looks like STNE passed the 20B market cap and kept going. Any thoughts on valuation?
Re Okta looking to add to round out the position. Worth waiting for it to settle down or things looks good into 2021 and beyond so good as any time to hit the buy button. Maybe the recent cyber attack is helping here.
Thanks
Looks like STNE passed the 20B market cap and kept going. Any thoughts on valuation?
Re Okta looking to add to round out the position. Worth waiting for it to settle down or things looks good into 2021 and beyond so good as any time to hit the buy button. Maybe the recent cyber attack is helping here.
Thanks
Q: Can you comment on recent results. They seem to be great considering the environment.
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Twilio Inc. Class A (TWLO $107.86)
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ServiceNow Inc. (NOW $903.05)
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Okta Inc. (OKTA $88.35)
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Bandwidth Inc. (BAND $15.44)
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Fastly Inc. Class A (FSLY $8.38)
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CrowdStrike Holdings Inc. (CRWD $489.02)
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Datadog Inc. (DDOG $160.02)
Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.
Q: Thoughts on the recent quarter? Looks to be doing well all things considered.
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Atlassian Corporation (TEAM $149.84)
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Vanguard Total Stock Market ETF (VTI $328.38)
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First Trust ISE Cloud Computing Index Fund (SKYY $134.52)
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Paycom Software Inc. (PAYC $199.50)
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Okta Inc. (OKTA $88.35)
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RingCentral Inc. Class A (RNG $26.68)
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Alteryx Inc. Class A (AYX)
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Reliant Gold Corp - Ordinary Shares (RNG)
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Vanguard Extended Market Index ETF (VXF $212.63)
Q: Would you know a particular ETF that might contain many of the above tech companies?
Thanks, Murray
Thanks, Murray
Q: Hi, I am curious to hear your thoughts about Okta? Thinking about buying. Thank you!
Q: Hello Peter and Team, Looking at company reports, do not see "revenue growth". What other parameters would you include / consider in assessing growth companies ( and while avoiding over leveraged or buying at the top).
Thanks
Thanks
Q: Any advantage to buying this stock over similar ones. Rarely see it discussed but has had a good move of late. Thanks for your esteemed advice.
Q: How would you assess both companies and which one would have further growths prospect?
Thank you, Team!
Thank you, Team!
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Salesforce Inc. (CRM $236.58)
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Atlassian Corporation (TEAM $149.84)
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Okta Inc. (OKTA $88.35)
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Zuora Inc. Class A (ZUO)
Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking
thanks
sal
thanks
sal
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Zebra Technologies Corporation (ZBRA $293.35)
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Veeva Systems Inc. Class A (VEEV $287.38)
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Coupa Software Incorporated (COUP)
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Okta Inc. (OKTA $88.35)
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MongoDB Inc. (MDB $317.83)
Q: Hello 5i
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave
Can you give me a brief update on the above companies regarding their respective growth prospects? Also which would be you top two?
Thank you
Dave
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Atlassian Corporation (TEAM $149.84)
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Okta Inc. (OKTA $88.35)
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Rapid7 Inc. (RPD $18.37)
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Alteryx Inc. Class A (AYX)
Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis
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Atlassian Corporation (TEAM $149.84)
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Twilio Inc. Class A (TWLO $107.86)
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Veeva Systems Inc. Class A (VEEV $287.38)
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The Trade Desk Inc. (TTD $51.10)
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Okta Inc. (OKTA $88.35)
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Alteryx Inc. Class A (AYX)
Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
Q: Could you please explain the private offering OKTA announced today and what are your thoughts on it.
Q: Hi- could I have your thoughts on results and if you would recommend
a full or half position on this pullback
a full or half position on this pullback
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Kinaxis Inc. (KXS $180.51)
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Block Inc. Class A (SQ)
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Roku Inc. (ROKU $98.58)
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Okta Inc. (OKTA $88.35)
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Alteryx Inc. Class A (AYX)
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The Descartes Systems Group Inc. (DSGX $96.74)
Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!
Thank you, Team!
Q: Which one of these two stocks would you prefer and why. Thanks for your great service!
Q: What is your opinion on this company after significant increases in the stock this year. Is it a buy at this time? Is there another company/companies you would prefer in this space? Thanks