SalesForce.com Inc.
CRM-N
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About SalesForce.com Inc. (CRM-N)
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Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.
Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.
They started offering software as a service very early and have done very well. There are high expectations built into the stock price and she would not buy at this level. It is very richly valued but it is on her watchlist when there is a broad pullback in the market.
They started offering software as a service very early and have done very well. There are high expectations built into the stock price and she would not buy at this level. It is very richly valued but it is on her watchlist when there is a broad pullback in the market.
$59.74 is his model price and it is at 61% above that. If you ever got a correction or bad news it would be worthy of consideration.
$59.74 is his model price and it is at 61% above that. If you ever got a correction or bad news it would be worthy of consideration.
It is like any other cloud provider. What they do is very compelling. From a price point of view and what they add to a company, it is compelling. There is no tariff exposure. He feels like he missed the boat on this one.
It is like any other cloud provider. What they do is very compelling. From a price point of view and what they add to a company, it is compelling. There is no tariff exposure. He feels like he missed the boat on this one.
The technical chart is exceptional. It has connectivity with client needs and provides a critical advantage. They have scale and can command a premium valuation to its competitors. They are constantly making their systems better. It has recurring revenue, which makes is superior to other tech holdings like the semi-conductor space. He has exited tech holdings in the portfolio, because the valuations have become too expensive compared to other sectors. He would take profit here.
The technical chart is exceptional. It has connectivity with client needs and provides a critical advantage. They have scale and can command a premium valuation to its competitors. They are constantly making their systems better. It has recurring revenue, which makes is superior to other tech holdings like the semi-conductor space. He has exited tech holdings in the portfolio, because the valuations have become too expensive compared to other sectors. He would take profit here.
A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.
A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.
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