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Zoom Technologies (ZM US)

$US257.12
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MM are selling ZM US in the International Equities Portfolio, taking a loss around $US257 to allocate capital elsewhere

OPINION

International Equities Portfolio

MM’s International portfolio slipped -1.11% in the volatile week for stocks with as expected the tech holdings struggling while the Energy and financials rallied nicely. This portfolio was our weakest in the month of September down -6.28%  dragging down its FY22 performance to -5.44% - it’s allocation to technology is hurting short term.  

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Zoom a sell into strength $410.62

Another “tech” holding in our MM International Portfolio which popped higher overnight was Zoom (ZM US) which rallied well over +10% at its best illustrating how the pressure valve has been released once bond yields stopped surging higher.

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Zoom Video Communications (ZM US) $US442.75

MM has been reviewing our position in Zoom since giant Microsoft (MSFT US) announced its intention to enter the video conferencing space, the stocks bounced well of late after being smacked over recent months providing a reasonable exit level as it makes new 2021 highs.

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Zoom Video Communications (ZM US) $US433.11

Our position in ZM has been a bit of a rollercoaster post the pandemic but we now have a new environment as the vaccine is rolled out and competition intensifies. ZM might be ahead of the pack but its still priced for substantial growth, it might be time to take our ~25% profit and walk.

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Zoom Video Communications (ZM US) $US431.48

MM has been reviewing our position in Zoom since giant Microsoft (MSFT US) announced its intention to enter the video conferencing space, the stocks bounced well of late after being smacked over recent months providing a reasonable exit level as it makes new 2021 highs.

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Zoom Video Communications (ZM US) $US372.57

ZM has been on our radar as a sell for a while now, in short, we think we were too late to this party adding it to the portfolio into weakness at the end of 2020. Many simply think ZM was an overnight success thanks to COVID, while the pandemic accelerated their growth significantly, it is a business that’s been around a long time producing high quality hardware and more recently application software for video conferencing.

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ACTION

ZM US
UPDATED 06/10/2021 17:35
MM is looking reduce high valuation growth names
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ZM US
UPDATED 06/10/2021 14:24
MM are selling ZM US in the International Equities Portfolio, taking a loss around $US257 to allocate capital elsewhere
Add To Hit List
ZM US
UPDATED 31/03/2021 09:05
MM is considering selling ZM into a bounce.
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ZM US
UPDATED 02/03/2021 08:53
MM is looking to take profit on ZM into ongoing strength.
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ZM US
UPDATED 23/02/2021 13:41
MM is considering selling ZM into current strength
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ZM US
UPDATED 17/02/2021 17:06
MM is considering taking profit on Zoom into its 30% positive recovery
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ZM US
UPDATED 16/02/2021 08:20
MM is considering selling ZM into current strength
Add To Hit List
ZM US
UPDATED 10/02/2021 13:44
MM is considering taking profit on Zoom into its 30% positive recovery
Add To Hit List
ZM US
UPDATED 01/02/2021 11:57
MM are looking to sell ZM US if it pops higher
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ZM US
UPDATED 15/12/2020 13:15
MM is looking at taking the remaining ~8% profit from our ZM position
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I'll Zoom you! Video conferencing software

Zoom Technologies (ZM US)  through its subsidiaries manufactures, researches, develops and sells electronic communication products for the mobile phones, wireless communication circuitry, and related software products. The Company’s products are both exported and sold domestically. Zoom have been the big COVID-19 beneficiary as the world oscillated to their video conferencing platform.

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Zoom (ZM US)
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Zoom Video Communications (ZM US)
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Zoom (ZM US)
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Zoom Video Communications (ZM US)
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Zoom Video Communications (ZM US)
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Zoom Video Communications (ZM US)
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Zoom Video Communications (ZM US)
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Zoom Video Communications (ZM US)
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Zoom Video Communications (ZM US)
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