Q: What's your view on this company?
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Investment Q&A
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Q: What are your thoughts on Docusign these days? Should I move on from it or is it worth holding? Thanks
Q: Hi team,
Just how big is this cloud anyway? Since IBM announced its purchase of Red Hat, it seems every tech stock and their brother claim to be a cloud company. I got several Seeking Alpha emails identifying about 20 or more companies that are now M&A candidates in the cloud. There are too many to list here, but two companies that I follow stood out to me; one that was there and one that was conspicuous by its absence.
I have been following DOCU for awhile. It was on the list. It seems it has a unique electronic signature software/platform that resides on the cloud and that would be an attractive functionality for bigger companies in the future for document authorization. The one that was absent from the list was BOX. I had been in that stock earlier the year but lost interest after erratic earnings. It looks like the risk/reward may be attractive here, but I just don’t see any real competitive advantage that it holds over many other cloud candidates. Earlier this year, you suggested that MSFT could potentially be interested. What sets BOX apart from many other cloud companies and is the outlook for DOCU and/or BOX enhanced or not by the IBM deal?
Thanks again for your thoughts,
dave
Just how big is this cloud anyway? Since IBM announced its purchase of Red Hat, it seems every tech stock and their brother claim to be a cloud company. I got several Seeking Alpha emails identifying about 20 or more companies that are now M&A candidates in the cloud. There are too many to list here, but two companies that I follow stood out to me; one that was there and one that was conspicuous by its absence.
I have been following DOCU for awhile. It was on the list. It seems it has a unique electronic signature software/platform that resides on the cloud and that would be an attractive functionality for bigger companies in the future for document authorization. The one that was absent from the list was BOX. I had been in that stock earlier the year but lost interest after erratic earnings. It looks like the risk/reward may be attractive here, but I just don’t see any real competitive advantage that it holds over many other cloud candidates. Earlier this year, you suggested that MSFT could potentially be interested. What sets BOX apart from many other cloud companies and is the outlook for DOCU and/or BOX enhanced or not by the IBM deal?
Thanks again for your thoughts,
dave
Q: DOCU has continued to drift lower since you last commented a few weeks ago. Do you see it forming a bottom and do you see this as a good entry point? Any change in your somewhat positive view of the company?
Q: Would you recommend stepping into DOCU on this pullback, or would you wait for it to settle out? Thanks
Q: What's your view on Docusign?
Q: Which one of the 3 companies would you buy today for long term growth and why?
How would you rank them?
Thank you.
How would you rank them?
Thank you.
Q: I have 5 stocks. I would like you to rank them for growth over the next twelve months. They are DOCU, OKTA, AMOT, FNKO and TTD. Thank you, Dennis
Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.
Thanks, as always for you wisdom and guidance,
Bob
Thanks, as always for you wisdom and guidance,
Bob
Q: Hi,
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?
Slainte, Chris
I quite happy with this stock which seems to have tremendous potential and is well liked by various professionals I know. Any Thoughts?
Slainte, Chris
Q: What do you think about DOCU? I have read mixed things on articles in seeking alpha. It seems to have critical mass, with a large client base to potentially dominate the sector. There is of course the valuation.