Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.
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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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DocuSign Inc. (DOCU $81.38)
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Smartsheet Inc. Class A (SMAR)
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CrowdStrike Holdings Inc. (CRWD $471.23)
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Datadog Inc. (DDOG $144.89)
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ZoomInfo Technologies Inc. (ZI)
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Asana Inc. Class A (ASAN $15.03)
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monday.com Ltd. (MNDY $287.54)
Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?
Do you like any of SMAR, ASAN or MNDY?
Thanks
Do you like any of SMAR, ASAN or MNDY?
Thanks
Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?
Q: Could you please comment on their results?
Thanks,
Milan
Thanks,
Milan
Q: Could you please comment on their results and outlook?
Would you hold it, or can you suggest replacement.
Thanks,
Milan
Would you hold it, or can you suggest replacement.
Thanks,
Milan
Q: Due to Covid 19, more and more people are working from home and making purchases on line. Now team members are working remotely and need to collaborate effectively and securely, Please give your opinion about these companies, Anaplan (PLAN), Smartsheet (SMAR) and Absolute Software (ABT).
Thanks,
Thanks,
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Twitter Inc. (TWTR)
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Rapid7 Inc. (RPD $22.79)
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Alteryx Inc. Class A (AYX)
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Smartsheet Inc. Class A (SMAR)
Q: What is their balance sheet?
Would you buy them and in what order?
Thank you for great service.
Milan
Would you buy them and in what order?
Thank you for great service.
Milan
Q: Could you please compare these two. Which one would you buy today?
Thanks,
Milan
Thanks,
Milan
Q: Hello,
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
Q: Hello,
Smartsheet inc(SMAR/NYSE) is in cloud sector. Could you please comments on its latest earning, outlook and valuation. Is this stock cheap or expensive compared to its peers?
Thanks
Victor
Smartsheet inc(SMAR/NYSE) is in cloud sector. Could you please comments on its latest earning, outlook and valuation. Is this stock cheap or expensive compared to its peers?
Thanks
Victor