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5i Recent Questions
Q: Hi, INTU has been taking a beating. Are there still lingering issues? There was a short report some time back...
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
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Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?
If I were only to sell one, which holding would you let go of first and why?
Thanks.
If I were only to sell one, which holding would you let go of first and why?
Thanks.
Q: Hi, can I get your view on Intuit and how it might be affected by AI possibly in a bad way? I have a 35% gain in the stock with a 1% holding. Would you take that money off the table now and move it into something else or do you have a more positive outlook on it. I welcome your suggestions on stocks or sectors you might favour going forward from here. Thank you!
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