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5i Recent Questions
- International Business Machines Corporation (IBM)
- Appian Corporation (APPN)
- SS&C Technologies Holdings Inc. (SSNC)
- Pegasystems Inc. (PEGA)
- UiPath Inc. Class A (PATH)
Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?
- ATS Corporation (ATS)
- Cognex Corporation (CGNX)
- iRobot Corporation (IRBT)
- Pegasystems Inc. (PEGA)
- Dynatrace Inc. (DT)
Q: which small and midcap robotic companies stand out for future growth
Tx Dick
Tx Dick
- Twilio Inc. Class A (TWLO)
- Dropbox Inc (DBX)
- DocuSign Inc. (DOCU)
- Pegasystems Inc. (PEGA)
- j2 Global Inc. (JCOM)
- Duck Creek Technologies Inc. (DCT)
- Coursera Inc. (COUR)
Q: Hello 5i, a report from RBC came out this morning with their ''need to have'' tech companies. Their Outperform ratings were on COUR, DBX, DCT, DOCU, JCOM, PEGA, TWLO and PEGA. Are you familiar with those companies and could you please mention your (2) favourites of the list and why? I own DOCU and TWLO already. If your preference is the same, it'll be a relief. If they aren't, I would open a new position since I have room for another one in terms of my allocation. Much appreciated, thank you.
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