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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.

Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.

With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.

What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.

Thanks for your great service.
Read Answer Asked by Laxmyharan on July 14, 2020
Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo
Read Answer Asked by Carlo on July 14, 2020
Q: Beijing company operating in the holographic cloud sphere. Lots of attention today after recent IPO. Appreciate any comment/views You can provide.
JOHN
Read Answer Asked by JOHN on July 10, 2020