Are UI Path shares worth it? I initially wrote about UiPath (PATH) for SA when the shares were $70 a little more than a year ago. At that point, they were too highly valued to recommend. Fast forward to June 2022. The shares are now selling for less than $18 on Monday, June 12th. The shares fell by 8%…
The first thing to advise subscribers is to maintain some semblance of calm. That can be very difficult to do when headlines are all grim, and ones portfolio has imploded as has been the case for most growth investors. The obvious reaction of many is to take losses and exit the market. And truth be…
The market was having a nice week until Thursday. Then of course, investors started to worry about a hot inflation print, and they got what they feared on Friday. The net result was another share price implosion. Readers will notice that these 3 companies aren’t seeing any pullback in the growth of their business. While the…
Most of the earnings from IT companies with quarters ending April 30th have been reported at this point. Overall, the quarters were not as bad as feared and quite a few companies indicated that business, after being a bit below their plans in April, had seen a snapback in May. Other companies seem not to have…
Rediscovering a reasonably valued cyber-security leader The last 7 months has been an eternity for most investors in the high-growth IT space. At first the issue driving stocks lower was valuation in an environment in which the Fed committed to raising rates to curb inflation. And then, as inflation persisted, and comments from Fed governors…
It has been a difficult season to be an investor in high-growth tech. The economy is thought to be on the cusp of a recession. Supply chain issues can plague vendors. Investors seem to believe that high-growth tech is particularly risky. Investors seem to believe that future earnings and cash flow should be discounted at…
Does have Affirm have a secret sauce? Tuesday, May 24th, has been another day of fear and doubt and pain for those investors remaining in the high-growth IT space. So why write an article now about Affirm (AFRM), its outlook and its opportunities when investors are clearly making bets outside of high-growth tech. There seems…
It has been reported on Sunday evening that Broadcom is in talks to acquire VMware. VMware has gone through a series of ownership changes in recent years. Most recently, the company was spun-off from Dell at the end of 2021. At the time of the spin-off the announcement said that the two companies would retain…
What to make of the market in these days of tumult. I appreciate that some of the subscribers have offered encouragement and positive words to this analyst. But this hasn’t been an easy period to invest in the high-growth IT space. In fact, it hasn’t been a particularly easy period in which to invest in…
An implosion for the ages? I have seen quite a bit in 30 years of reviewing tech stocks. Volatility is a fact of life. Drawdowns are a fact of life. I first recommended Upstart (UPST) about a year ago, after the company reported quarterly earnings and the shares were at $103. And then back in October,…