Tech: 3 SaaS Stocks to Watch
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 23 August 2019
⏱️ 23 minutes
🧾️ Download transcript
Summary
Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep in mind while you're looking at SaaS businesses.
Stocks: PD, ESTC, YEXT
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| 0:00.0 | This episode of Industry Focus is brought to you by TD Ameritrade. |
| 0:03.7 | Not a fan of being surprised by hidden fees. |
| 0:06.0 | Well, at TD Ameritrade, they charge just one straightforward price |
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| 0:11.4 | No hidden fees, no surprises. Learn more at TD Ameritrade.com |
| 0:15.2 | slash pricing member SIPC. Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:25.0 | It is Friday, August 23rd, and we're giving you a grab bag of SAS stocks to watch. |
| 0:30.0 | I'm your host, Dylan Lewis Lewis and I've got Motley Fool |
| 0:32.8 | analyst Joey Salitro in the studio with me. |
| 0:35.2 | Joey, how's it going? |
| 0:36.2 | It's going great. |
| 0:37.2 | Thanks for having me. |
| 0:38.2 | Yeah, yeah. |
| 0:39.2 | So you are a relatively new member of our premium team, right, in your first year at the Fool? |
| 0:44.0 | Yes, so I have been a contractor since 2013 and I just came in house in March, so it's been, it's been a big change for me, but it's been great. |
| 0:53.6 | Yeah, yeah, and you are someone who follows the tech sector in particular. |
| 0:58.4 | I know you're one of those SAS folks, much like Brian Frolldydy one of our frequent contributors to the |
| 1:03.1 | podcast so I've been waiting for the day that I could get you on because I know you have a |
| 1:07.1 | bunch of stocks that you want to talk about and we're going to be focusing |
| 1:10.3 | primarily on some SAS stocks. I believe these are all |
| 1:13.4 | businesses that you own, right? Yes. And so let's talk a little bit before we |
| 1:16.9 | get into the companies just about your investing ideology. I think it probably |
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