@realroseceline Aman Rose.

@DimitryNakhla initiated a purchase at $182 and added again at 179. It is always a good idea to add MANH when it trade below 200 EMA .

@DimitryNakhla I will not pay INTU anything over $ 516 or 7.8X sales which I think is a fair value

@realroseceline CROX forecasted FCF Growth is less than 1% and sales growth is 3.4%. Why you want to invest in a company which can't grow their sales at least 6+% and FCF Growth at least 15%. CROX buyback a lot of stock and keep their ROIC high at 24%.But no FCF growth

@DurableCreators MANH is far better business. MANH keep buying back stocks where as SPSC keep diluting stocks. MANH have an ROIC of where as SPSC ROIC is 10%. MANH at 10.6X sales, SPSG at 10.3 X sales. Both are trading below 200EMA. A purchase at about 9X sales will be good

@DimitryNakhla MANH is fairly priced at about $182. I am a buyer here

@realroseceline DLO is trading at 27 X, was available for less than 18X PE or at about $7 range, most of last year, I will consider adding if it drop to 18X PE or at about $ 8.6.

@DimitryNakhla What is your take on MRK at current price. Forecasted FCF growth 14% per year, priced at 11 X FCF, Sales Gr 4.4%, priced at 3.5X Sales, FCF margin 23%, ROIC 16%, RSI 27, dividend 3.7%. MRK is been a good buy at 3.5X sales in the past.

@qualityequities $1794 is the 200 EMA, it may bounce back from that level. However I will not pay 25X sales to buy anything. Fair price is less than $ 1000

@realroseceline RLI Corp. Sorry

@realroseceline MNDY, ROIC is only 2.34%, 21 % Forecasted FCF growth, 25% sales growth, priced currently at 44X and 13X sales. I will consider a purchase at about 8.9 X sales or $187

@realroseceline @levie Why you like BOX? What is the thesis?

@DimitryNakhla FTNT

@DimitryNakhla Out of these ADBE, NVO,UBER are priced fairly

@DimitryNakhla ADBE,ANET,APP,AZO,BKNG,BSY,CDNS,CNSWF,FTMT.GOOGL,HALO, IDXX, KNSL,LLY,LSCC, MANH, MCO, MEDP, MELI,MNST, MPWR, MSCI, NFLX, NVDA, PANW, RACE,RMBS,SNPS, TPL,UBER,UTHR,V,VRSK,WIX,ZTS, ADKS, CEIX

@hoomansv Your $ 60 call was awesome

@hoomansv It is been a great call. You are well informed. Thank you for the lead.

@FluentInQuality He is also invested in DHR, SMAR and PYPL which did not work well for him

@mnkahn Heading towards $226.