Summary ZoomInfo is considered one to be one of the leaders in the area of providing go-to-market intelligence for sales personnel. The company has grown at rates in excess of 50% recently with operating margins of greater than 50%. The company has elaborated the functionality of its prospect list to a suite of solutions that…

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We have made the following changes in the income/stability portfolio: We sold our position in DXC at $31.79. This raised $8100. We purchased 200 shares of Cognizant for $71.49. This cost $14,310. And we added 70 shares of Dassault to the portfolio at a price of $219,99. This cost $15,410. The net of these transactions…

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Is it time to revisit tech? I doubt that many are convinced after a rally of all of 2 days of duration. I would like to say that this is the end of sector rotation-and maybe it is the end of the extreme violence of the moves that have roiled the portfolios of many-including most…

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We took a starter position in the shares of GAN a few weeks ago. Until this week, the shares had held up quite well, and had avoided the sector rotation that started in the middle-of February. This past week, the shares imploded and were down by 28%, climaxed by a fall of 13.5% on Friday…

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High Growth tech names have depreciated sharply since the start of the sector rotation in mid-February. Most names have lost more than 20% as investors have fled the space-supposedly fearful of rising interest rates brought on by expectations of higher inflation. The flip side of this, is that companies in the space have seen a…

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Tuesday afternoon, several significant software companies reported their results. I will focus on Smartsheet and Crowdstrike since they are holdings in our high growth portfolio; Coupa (COUP) also reported results which were a significant beat compared to prior expectations. It should be apparent that while the violent sector rotation of the past few weeks has…

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Summary PTC reported a particularly strong quarter with almost all metrics well above expectations when it reported results about 6 weeks ago. The shares have pulled back from their highs and are now about 10% below their February peak. The company is benefitting substantially from the economic reopening-much of that benefit should be seen as…

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This afternoon we sold our position in Shift4. We had a holding of 150 shares that we had acquired at the end of last year at a price of $71.49. The shares have spiked almost 20% today-primarily based on a recommendation by B of A-which contained a double upgrade. While we do not like to…

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Summary Twilio is one of the leading vendors in the CPaaS space. Its results for the January quarter were nothing other than spectacular. It also raised guidance for this current quarter materially. The company’s scope of product offerings in its pace has helped it build a formidable competitive moat. CPaaS remains a cornerstone of digital…

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I have written that most companies in the enterprise IT space are seeing exceptionally strong demand as business users and consumers embrace digital transformation technology. We try to ensure that our portfolio is focused on the names in the space that support the digital transformation paradigm. That has worked out for the most part, most…

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