Q: Please provide comment on BAH. Why the recent pullback? Buying opportunity?
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Accenture plc Class A (Ireland) (ACN)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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FTI Consulting Inc. (FCN)
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Booz Allen Hamilton Holding Corporation (BAH)
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CrowdStrike Holdings Inc. (CRWD)
Q: Digital Currency
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Q: Dear Peter et al:
Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.
But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)
From your consistent previous answers I know:
You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.
I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.
What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?
Many thanks.
Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.
But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)
From your consistent previous answers I know:
You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.
I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.
What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?
Many thanks.