Q: What’s your long term view of CRM please?
Thank you ,
Rick
Thank you ,
Rick
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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: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?
Q: What was the reason for the big drop in AYX yesterday?
Thanks.
Donna
Thanks.
Donna
Q: Tech stocks have taken a beating over the last two months, due to high valuations and a shift to value stocks. Do you foresee a continuation of this trend into tax loss selling season and further drops, then finally bottoming out into the new year, or are we now dealing with just normal volatility?
Q: Hello,
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
Q: Which of these do you think is less economically sensitive? Which one would you prefer?
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
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Atlassian Corporation (TEAM $151.58)
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Okta Inc. (OKTA $80.64)
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Rapid7 Inc. (RPD $15.42)
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Alteryx Inc. Class A (AYX)
Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis
Q: What is 5i's opinion of Sangoma's Q4 and fiscal 2019 results and the major acquisition just announced? With the acquisition Sangoma's recurring revenues is 45% of total sales. You it be fair that a Company of this size now trade at a sales multiple greater than 1 when a good portion of revenues are recurring?
Q: starting to get our toe wet with this one. do you think it will drift lower with tax loss selling. when do they report and what is expected?
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Q: Does Sangoma's latest acquisition reduce your concern of their lack of traction in profitability over the years?
Q: Are you seeing any news on kxs today. Just thinking of buying the dip
Q: are there reasons why this has been tanking the past 5 days? Should we buy more if we now have a half position?
thanks
thanks
Q: What is 5i thoughts about Gatekeeper Systems given the recent contract wins and opportunities going forward in their business?
Q: are these companies in the same space; how do they vary and which do you feel has a better runway?
Greg
Greg
Q: Hello,
Could you pls comment on TEAM Q1 2020 results and outlook. Between WDAY, NOW and TEAM which company is relatively cheaper on valuation? Is it good time to buy now?
Thanks
Victor
Could you pls comment on TEAM Q1 2020 results and outlook. Between WDAY, NOW and TEAM which company is relatively cheaper on valuation? Is it good time to buy now?
Thanks
Victor
Q: Why the big drop in Alteryx today
Q: What are your thoughts on this IPO now that it’s dropped 15%, good time to wade in with a 1/2 position?
Thnx
Thnx
Q: Your thoughts on the sale of their Edge technology to Intel and the 3-year agreement. I am holding at a modest gain mostly for the income. This gives some encouragement that there is future potential but I would be prepared to sell and reinvest in something else. Is Pivot's debt load reasonable or a excessive?