Are software stocks buyable after a 15% pullback off highs? Tune in to this week’s webinar to find out. William O’Neil + Co. Director, Research Analyst Cornelio Ash will discuss why he is cautious on software even though long-term growth drivers such as the transition to the cloud and artificial intelligence remain intact after another strong earnings season.
Tag: software
Global Technology: Software Update with Cornelio Ash – September 20, 2018
The North American Software Index (
) is up 31% year-to-date and remains among the leading groups in 2018. Constituents of the
are trading at a median 6.4x EV/S (FY 2019) and have reported another better-than-expected quarter, highlighted by Q2 FY 2018 revenue and EPS growth of 15% and 27%, respectively, better than the entire S&P 500 (8%/21%) and the S&P 500 Technology sector (9%/23%). Tune in to this week’s webinar with Director, Research Analyst Cornelio Ash as he discusses top software picks and how we are gauging the health of the
‘s uptrend.
Artificial Intelligence with Romeo Alvarez and Cornelio Ash – August 2, 2018
Romeo Alvarez, senior equity analyst, and Cornelio Ash, director and research analyst, will give a special report on artificial intelligence. AI is regarded as the most important general-purpose technology of our times, emerging from limitations of being just a theory, to offering practical business solutions. Romeo and Cornelio will focus on which companies stand to directly benefit from this multi-year trend, highlighting top stocks in the space (CRM, SPLK, NVDA, GOOGL) and case studies of early adaptation (VEEV, SFIX, and BOX).
