Mon
pm DDOG, MIME
Tues
pm HCAT, PGNY
Wed
am JMIA
pm SDC
Thur
am WIX, NCLR
pm NEWR
Fri
am JD
32 Likes
There a few which might be of interest:
DDOG - I already own a good position. I’m not really sure how Covid-19 is affecting them in the short term. I do believe that they will benefit longer term from some acceleration in trends. I’m leery of adding at a new high with so much uncertainty. I would stay long and add on weakness.
MIME - I owned this for a short time awhile back. They are involved in cloud-based email security. They were growing at a decent clip pre-Covid with approximately 30% annual revenue growth and its reasonably priced with an EV at about 7 times trailing revenues. I would anticipate it will benefit from the WFH shift. I haven’t seen any bearish views on its prospects and I believe it’s top in its niche. It did drop some during the rally on Friday which worries me. Is it a buy, especially with the new WFH paradigm? Anybody here have any thoughts?
HCAT - it IPO’d last year and specializes in data analytics for hospitals. They haven’t been hyper growth and didn’t excite me before. I’m leery now since hospitals are really struggling in this pandemic.
4 Likes
Thanks…I quickly bought plenty of DDOG, right after it opened…because DDOG had been wanted pre opening, by CSCO. CSCO is a very longtime holding of mine…so I trusted…looks like that may have been right!
Watched a lot of CNN this morning…especially good on Sundays…sounds like airlines are not going to recover, quickly. This VIRUS may affect us, in many ways, for a longtime.
STJ
1 Like