Q: Can you please compare these two companies, which one you like more for 2-3 years growth?
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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: Can you provide your thoughts on these three growth stocks? Any concerns?
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
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
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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AbbVie Inc. (ABBV)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Avalara Inc. (AVLR)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi there,
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?
Alex
Alex
Q: your view please
Q: Nextech AR Solutions Corp has developed a partnership with Fastly and they have developed a break through in video security. I take it this means that they are working together on it. I am considering taking a small position in Nextech and I’m wondering what your thoughts are on the company with respect to their product or products and financially. I believe that with the Covid problem a lot of companies are going to be getting a lot more attention. I doubt we will not be going back to the same World as before and some companies will be big beneficiaries..
A second question - I believe that Zoom was having some security problems earlier this year and I was wondering what they did to correct that and did they do that on their own or did they have another company assist them?
Thanks for all the work that your team put into answering our questions.
John
A second question - I believe that Zoom was having some security problems earlier this year and I was wondering what they did to correct that and did they do that on their own or did they have another company assist them?
Thanks for all the work that your team put into answering our questions.
John
Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg
Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."
Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.
Thanks for the great service
" Fastly could be the biggest winner from Shopify Deal with Walmart."
Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.
Thanks for the great service
Q: Can I please get your thoughts on this company and their prospects over the next ~5 years? Are there any balance sheet issues? What is insider ownership like? Thanks.
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Microsoft Corporation (MSFT)
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Ecolab Inc. (ECL)
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Block Inc. Class A (SQ)
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Sonos Inc. (SONO)
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Beyond Meat Inc. (BYND)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
Q: What is their balance sheet?
Would you buy them and in what order?
Thanks,
Milan
Would you buy them and in what order?
Thanks,
Milan
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Atlassian Corporation (TEAM)
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Twilio Inc. Class A (TWLO)
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Check Point Software Technologies Ltd. (CHKP)
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Rapid7 Inc. (RPD)
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DocuSign Inc. (DOCU)
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Zoom Communications Inc. (ZM)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
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Slack Technologies Inc. Class A (WORK)
Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.
Q: Good Morning ,
What are some companies to invest in for increased speed and more capacity for more home data usage ?
Thanks
Greg
What are some companies to invest in for increased speed and more capacity for more home data usage ?
Thanks
Greg
Q: Do you view EnWave as a good buying opportunity today? Also, how do you view the company in the long term? Similarly, your views on Appian and Fastly would be appreciated.
Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?
Thanks as always for your Fantastic Service! Austin
Thanks as always for your Fantastic Service! Austin
Q: This company has quite a move in the last 5days. What do you think of the company and any reason for the big jump?
Thx.. Mike
Thx.. Mike