Open Text (OTEX-T)<\/a> Opinion about OTEX.TO: Horrible valuation versus peers. Hodge-podge of different software businesses, execution problems. Lots of debt. Management\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Shopify Inc. (SHOP-T)<\/a> Opinion about SHOP.TO: Tech is struggling and SHOP trades at a high PE. Would be interesting in the $80s. He sees more downside from here.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Adobe Systems (ADBE-Q)<\/a> Opinion about ADBE: A name to look at in the beaten-up software space. Expert opinions on Adobe Systems (ADBE) \u2014 buy, sell, or hold ratings from\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t SalesForce.com Inc. (CRM-N)<\/a> Opinion about CRM: SAAS faces the fear that AI will replace these companies' services and make them obsolete. In most, not all, cases good businesses\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t FireEye Inc (FEYE-Q)<\/a> Opinion about FEYE: This cyber-security business just reported earnings and highlighted the growth in demand for their end-product. He does own this\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Autodesk Inc (ADSK-Q)<\/a> Opinion about ADSK: They are geared towards the industrial machinery side of tech. Their earnings reported last night showed a lowering in their\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Servicenow (NOW-N)<\/a> Opinion about NOW: Business software stocks have been hammered by the market feeling that they will taken over by AI, but we haven't seen this in the\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Oracle (ORCL-N)<\/a> Opinion about ORCL: Oracle reported a revenue of 16.1B, which is a 7.6% change from the previous quarter. An increase in revenue typically indicates\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Red Hat Inc. (RHT-N)<\/a> Opinion about RHT: Still trying to figure out their business model. Expert opinions on Red Hat Inc. (RHT) \u2014 buy, sell, or hold ratings from Canadian\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Microsoft (MSFT-Q)<\/a> Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Tableau Software, Inc. (DATA-N)<\/a> Opinion about DATA: 135.67 Big data hardware is in the cloud and data analytics. Tableau is involved in the latter--they were pioneers in this space\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Splunk Inc (SPLK-Q)<\/a> Opinion about SPLK: (A Top Pick March 31\/14. Down 11.25%.) He bought this as it was coming off a 35% correction at around $65 and he immediately got\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Citrix Systems (CTXS-Q)<\/a> Opinion about CTXS: Just sold it. Expects it to drop to $12.50. Not a fan of chips at this time. Expert opinions on Citrix Systems (CTXS) \u2014 buy,\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Cognizant Technology Solutions Corp. (CTSH-Q)<\/a> Opinion about CTSH: (Top Pick Feb 6\/14, Up 29.75%) They tap into one of the only growth areas in North America. Customers are spending money on stock\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Workday (WDAY-Q)<\/a> Opinion about WDAY: They reported a few weeks ago. Enterprise spending is not slowing. Their HR management software is based in the cloud and will\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t
\nA Canadian company that develops and sells enterprise information management software. They pay a 1.6% dividend. They have high free cash flow and their fundamentals are looking good. They\u2019ve been mentioned by numerous analysts as either a top pick or a buy.<\/p>\n![\"Open](\"https:\/\/data.wealthica.com\/api\/securities\/OTEX-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA company that is considered a Canadian unicorn. They provide a computer software platform for online stores and retail point-of-sale systems. The charts look good, and their addressable market is huge. A world leader in the e-commerce space.<\/p>\n![\"Shopify](\"https:\/\/data.wealthica.com\/api\/securities\/SHOP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey provide software that is ubiquitous in the digital media\/creative space. It is at a high valuation right now but it is a quality business. It is heavily used in corporate America and their cloud business is growing.<\/p>\n![\"Adobe](\"https:\/\/data.wealthica.com\/api\/securities\/ADBE-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn American cloud computing company that just released earnings. They\u2019ve been consistently beating expectations. They were one off the first to offer software as a service and they\u2019ve done very well. Their main business is for large companies and banks to interact with their clients.<\/p>\n![\"SalesForce.com](\"https:\/\/data.wealthica.com\/api\/securities\/CRM-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn enterprise cybersecurity company that seeks to protect against cyber threats. They are a leader in security as a service and demand is growing.<\/p>\n![\"FireEye](\"https:\/\/data.wealthica.com\/api\/securities\/FEYE-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA 3D design software corporation that is used by architecture, engineering, media and connected industries. They are growing and acquiring companies so it should definitely be on your watchlist for a good entry point.<\/p>\n![\"Autodesk](\"https:\/\/data.wealthica.com\/api\/securities\/ADSK-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn American cloud computing company. Their software is used to manage workflow in companies that provide services such as IT servicing. They\u2019re growing rapidly and was mentioned as a Top Pick by David Burrows.<\/p>\n![\"Servicenow](\"https:\/\/data.wealthica.com\/api\/securities\/NOW-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nOne of the world\u2019s largest provider of database software. They\u2019ve started changing their service into a subscription services and cloud based business. Their biggest client are financial institutions and are considered to not be a high risk trade.<\/p>\n![\"Oracle](\"https:\/\/data.wealthica.com\/api\/securities\/ORCL-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn American open-source software products provider that is used in the enterprise community. IBM bought them recently. They help customers transition into the Cloud, and the demand for this type of service is expected to grow as companies transition into the cloud.<\/p>\n![\"Red](\"https:\/\/data.wealthica.com\/api\/securities\/RHT-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA giant in computing hardware and software. They pay a nice dividend that is expected to grow. They\u2019re an absolute leader in software and the cloud who has been consistently growing. Their office program is moving to subscription base meaning good recurring revenue with high margins. A good stock to hold.<\/p>\n![\"Microsoft](\"https:\/\/data.wealthica.com\/api\/securities\/MSFT-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey produce interactive data visualization products focused on business intelligence. They are pioneers in data analytics and they are moving from licensing to subscriptions and are getting rewarded for it.<\/p>\n![\"Tableau](\"https:\/\/data.wealthica.com\/api\/securities\/DATA-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA software platform provider that uses a web-style interface to utilize big data. They\u2019ve raised their 2020 revenue outlook and have returned about 21% in the last 2 months.<\/p>\n![\"Splunk](\"https:\/\/data.wealthica.com\/api\/securities\/SPLK-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey are the leaders in providing a secure digital workspace in the cloud. They\u2019ve also become the preferred and most-used solution for enterprise file synchronization and sharing (EFSS).<\/p>\n![\"Citrix](\"https:\/\/data.wealthica.com\/api\/securities\/CTXS-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA IT services provider that helps companies implement technology. They started helping banks, insurance and healthcare generate more revenue using technology. An activist shareholder was brought in, and the company is focusing on value creation.<\/p>\n![\"Cognizant](\"https:\/\/data.wealthica.com\/api\/securities\/CTSH-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn on\u2011demand financial management and human capital management software vendor.They have brought in financial software that has helped them and analysts consider it a strong takeout target.<\/p>\n![\"Workday](\"https:\/\/data.wealthica.com\/api\/securities\/WDAY-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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![\"MongoDB,](\"https:\/\/data.wealthica.com\/api\/securities\/MDB-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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