Tag: ServiceNow

Earnings Calls – A Keyword Analysis

Earnings Calls – A Keyword Analysis

We ran a Natural Language Processing ("NLP")-based analysis of earnings calls from this week. We captured keywords and phrases from 23 earnings calls. Our report is sorted alphabetically by ticker symbol. Access the free report HERE. This analysis may be customized to capture certain keywords and phrases for any text-based document. https://soundcloud.com/ceorater

Stick With Quality Companies

Stick With Quality Companies

Where is the market support coming from? Lipper data (below) shows net fund outflows for Equity funds. Therefore perhaps a sector rotation into Technology funds is providing support for Technology names. We have yet to find fundamental data that would support a bullish near-to-intermediate-term outlook for Technology names, with the exception being the leading streaming … Continue reading Stick With Quality Companies

CEORater Mock Portfolio

CEORater Mock Portfolio

Update on our "Buy & Hold" mock portfolio. This is an experiment we started last year where we buy quality names into the portfolio and essentially only sell when there is a change in executive management (CEO leaves). Microsoft (tkr: MSFT) is probably the world's most durable company and SS&C Technologies (tkr: SSNC) is one … Continue reading CEORater Mock Portfolio

Go Vertical or Go Home<span class="badge-status" style="background:red">Premium</span> 

Go Vertical or Go HomePremium 

Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of "Vertical Leaders" and "At-Risk Horizontal Players". Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, … Continue reading Go Vertical or Go HomePremium 

ServiceNow to Go Vertical

ServiceNow to Go Vertical

ServiceNow (ticker: NOW) plans to take a vertical-specific, go-to-market approach under new CEO Bill McDermott. Banking and Telecom will be the first verticals introduced under a partner-led model. We Applaud ServiceNow's Vertical Orientation As Technology companies scale it becomes increasingly important to incorporate industry vertical domain expertise into product and service offerings in order to … Continue reading ServiceNow to Go Vertical

High Quality Tech Names – Steady as She Goes

High Quality Tech Names – Steady as She Goes

Our CEORater equal-weight mock Technology portfolio leverages various CEORater investing principles and has outperformed by a significant margin. (tickers mentioned: ADBE, AMZN, CSGP, GOOG, MA, MSFT, NOW, SSNC, TWLO, VEEV, VRSK) We kicked off an experiment in Q1 of 2019. This experiment - not to be confused with the CEORater Technology Founder CEO Index - … Continue reading High Quality Tech Names – Steady as She Goes