Q: I hope all is well. I view your response to questions every day and see that questions on US stocks is rapidly increasing. Maybe you should create another site called 4iResearch for US stocks but you can still own them i.e., 5i minus Independence. My questions is about VEEV. They have an impressive list of clients. Can you explain more please why you like it so much? Thanks again as usual. Dan
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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.
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.
Q: Is there any reason why this stock had such a negative move today? There’s nothing material that I have been able to find out?
Q: Thanks for your great service during these tough times. Also, great talk at the Money Show! Portfolio Analytics says I need to increase my real estate exposure. I am looking at COR and was wondering how does this company grow? Could one expect its growth to be heightened with the world becoming more and more digital?
Q: I currently hold MSFT and AAPL in all of my portfolios - I am thinking about adding GOOG to each as well - would you suggest I top up MSFT and AAPL or add a new position with GOOG - your opinion is greatly appreciated.
thanks
thanks
Q: Hi there,
This one has significantly underperformed the tech market. Is there something i am missing here - seems like a reasonably inexpensive tech stock, paying a dividend, and what seems like the right space. What am i missing here?
Cheers
This one has significantly underperformed the tech market. Is there something i am missing here - seems like a reasonably inexpensive tech stock, paying a dividend, and what seems like the right space. What am i missing here?
Cheers
Q: SHOP has dropped quite sharply this afternoon. All I see that might explain this is a release about Adcore. Can you shed any light on this and what Adcore means to SHOP?
Q: I would appreciate your view on this stock
Thank you, Team!
Thank you, Team!
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Atlassian Corporation (TEAM $118.06)
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Veeva Systems Inc. Class A (VEEV $216.26)
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The Trade Desk Inc. (TTD $34.15)
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DocuSign Inc. (DOCU $55.82)
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Fastly Inc. (FSLY $8.78)
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CrowdStrike Holdings Inc. (CRWD $442.73)
Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?
Q: Hi,
The company will be reporting second quarter results on August 5th. What are the expectations in terms of revenue etc? Also, is the stock a buy at these levels for a longer term time horizon?
Thanks
The company will be reporting second quarter results on August 5th. What are the expectations in terms of revenue etc? Also, is the stock a buy at these levels for a longer term time horizon?
Thanks
Q: Hello 5i,
What would be your preference between Zscaler and Crowdstrike and why?
Thanks
Dave
What would be your preference between Zscaler and Crowdstrike and why?
Thanks
Dave
Q: I recognize this is a very expensive stock Could you comment on a the prospects for this company Is it a buy sell or hold
Thank you
Paul W
Thank you
Paul W
Q: Hello Team,
Could you give your opinion of this company and will it be a major player in the 5G sector. Would you consider it a strong growth company.
Thank You,
Barry
Could you give your opinion of this company and will it be a major player in the 5G sector. Would you consider it a strong growth company.
Thank You,
Barry
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Silicon Motion Technology Corporation (SIMO $113.01)
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Brooks Automation Inc. (BRKS)
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Magnite Inc. (MGNI $14.80)
Q: What are your three favourite U.S. small cap technology stocks? Thanks.
Q: I have a 4 % position in keys since April of 2019. The stock has done nothing ?
Do you see it as a compelling hold or would you let it go?
If you would sell, can you please suggest 3-4 mid to large cap US equities ( non tech, non financial ) where you would put new money to work ?
Thanks
Do you see it as a compelling hold or would you let it go?
If you would sell, can you please suggest 3-4 mid to large cap US equities ( non tech, non financial ) where you would put new money to work ?
Thanks
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Honeywell International Inc. (HON $215.07)
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Total Energy Services Inc. (TOT $15.86)
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Veeva Systems Inc. Class A (VEEV $216.26)
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RTX Corporation (RTX $196.36)
Q: Held this for some time nice div. but flat on price with the down turn in oil so losing there, held in rrsp,also unrecoverable fees with this stock considering selling and buying a US oil company any suggestions for replacement or do you think the prospects for tot.sa is better than others.
Q: Grateful for an update of your views on Olli. Outdoor you buy now ?
What are your favorites, Cdian and US, in the sector ?
Gratefully,
Jacques, IDS
What are your favorites, Cdian and US, in the sector ?
Gratefully,
Jacques, IDS
Q: Your thoughts on FCX please thanks
Q: Hi, I see that you are recommending to invest in both of the companies. My concern is that they have already increased quite a bit and their share price is high. Where do you see the stock price heading? Thanks
Q: What would be one US growth tech stock you would invest in today?
Many thanks for Kinaxis KXS
Lorraine
Many thanks for Kinaxis KXS
Lorraine