Stock price when the opinion was issued
Growth company that hasn't been smashed, despite coming down from highs. Flirting with getting into the NASDAQ 100; if it goes down there, will be a lot more buying. Last quarter earnings were good, subscription revenue up, and executing well. But it's pricey.
Must-own name, but you have to buy it at the right level. Very whippy, use the technicals to buy.
Valuation is 61x forward PE with 25% growth, giving a PEG ratio of well over 2x. 200-week MA is trending lower, which is not a fantastic technical sign. Have to watch out for rivals such as AMZN and ETSY. Depends more on small-and mid-sized businesses, which can be affected more by any economic downturn.
A very solid, up-and-coming Canadian tech company that is pretty established in their niche, and just emerging into profitability. However, the near-term opportunity is gone. It is probably into a 2-3 year period of backfilling of valuation now. They are going to have to produce some profits to backfill the $10 billion valuation they've received. He would look elsewhere. If you own, consider taking a few profits.