Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: Hi Peter, would you have information about this co. Would you buy FFIV or CRM? Thanks. Alnoor

Q: A recent downgrade has hit the stock. In your last 3 comments on the stock 2 have been positive and 1 has been neutral.

What is your position on this stock now? Buy, sell or hold and rationale please.
Thanks
Sheldon