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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: Hi 5i team,

There hasn’t been a question on DOCU in many months. I know it is expensive on many metrics but that is the same with many tech stocks. Even in the past two weeks, with the market turmoil over the coronavirus, I have noticed that DOCU keeps making new highs. As you know, DOCU’s core product is the ability to sign all business, legal and real estate documents electronically. There is no need to meet with another human being, be in the same room with them and breathe their air. We can all just live in a bubble. I know I am going over the top here, but what are your current thoughts on DOCU? I have not seen any recent news. It is also one I follow for its takeover prospects by a big tech company.

Thanks again.
Dave
Read Answer Asked by Dave on February 03, 2020
Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.
Read Answer Asked by Imtiaz on September 18, 2019
Q: Hi team,
Just how big is this cloud anyway? Since IBM announced its purchase of Red Hat, it seems every tech stock and their brother claim to be a cloud company. I got several Seeking Alpha emails identifying about 20 or more companies that are now M&A candidates in the cloud. There are too many to list here, but two companies that I follow stood out to me; one that was there and one that was conspicuous by its absence.

I have been following DOCU for awhile. It was on the list. It seems it has a unique electronic signature software/platform that resides on the cloud and that would be an attractive functionality for bigger companies in the future for document authorization. The one that was absent from the list was BOX. I had been in that stock earlier the year but lost interest after erratic earnings. It looks like the risk/reward may be attractive here, but I just don’t see any real competitive advantage that it holds over many other cloud candidates. Earlier this year, you suggested that MSFT could potentially be interested. What sets BOX apart from many other cloud companies and is the outlook for DOCU and/or BOX enhanced or not by the IBM deal?

Thanks again for your thoughts,
dave
Read Answer Asked by Dave on October 31, 2018
Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.

Thanks, as always for you wisdom and guidance,

Bob
Read Answer Asked by Lynn on June 08, 2018
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