Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.

Q: Hi team,
Grateful for your views on these two stocks.
BJ seems a good competitor to Costco, more risky, more growth ? Is it likely that SONOS be an acquisition target for GOOG, AMZN, or AAPL ?

Best greetings for the season,

JD IDS

Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome