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Q: Hi Peter,
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
Can you please provide a list of the top five companies that you would consider taking a short position for the next six months? Please provide a brief explanation why these companies were selected to be included in your shortlist.
Thanks, for your advice.
George
- Bed Bath & Beyond Inc. (BBBY)
- Brinker International Inc. (EAT)
- SoftBank Group Corp. ADR (SFTBY)
- Groupon Inc. (GRPN)
- Stitch Fix Inc. (SFIX)
- Chegg Inc. (CHGG)
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Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members
Q: Would like your thoughts on GRPN it is now at multi year lows would you consider this a good entry point and anything else you can add about the company ....thanks
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