Q: How would you rate how management has run these two companies over the last few years? Please include at what valuation or price point one would comfortable starting a small position, if at all. Thanks.
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Qorvo Inc. (QRVO)
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International Business Machines Corporation (IBM)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Open Text Corporation (OTEX)
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Lumentum Holdings Inc. (LITE)
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Kulicke and Soffa Industries Inc. (KLIC)
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MKS Instruments Inc. (MKSI)
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Dropbox Inc (DBX)
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Science Applications International Corporation (SAIC)
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VMware Inc. Class A (VMW)
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Dell Technologies Inc. Class C (DELL)
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Gartner Inc. (IT)
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ZoomInfo Technologies Inc. (ZI)
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Ziff Davis Inc. (ZD)
Q: Hi Research Team
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal