I need some help and advice re some of my stocks

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Saul,
Excellent post that has generated a discussion. To your question, I hold a 3% position on Docu. The stock is priced for 35% growth which the esig business should help generate by its own for a while if you trust the surveys. The company is betting on the SOA and if it can make inroads the growth can edge into the 40% and stock should appreciate a lot more.

Question for those interested in SMAR. I see a couple of issues raised in earlier posts

  1. 7% annual customer growth
  2. 10% customer churn - if true this is a huge negative
  3. Concerns that this is not an essential but good to have product

Any insight on the above is appreciated.

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