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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Fortinet dropped 25% after poor billings guidance. Based on that, and the fact that Palo Alto announced around that time that it would report on a Friday, Palo Alto stock dropped 20%. But after Palo Alto reported earnings, the stock jumped, so net Palo Alto is down around 5%. Yet Palo Alto also projected a slowdown in billings. Why did investors like Palo Alto’s earnings report and not like Fortinet’s earnings report? Thanks.
Read Answer Asked by Kim on September 05, 2023
Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.

Shane
Read Answer Asked by Shane on September 01, 2023
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Read Answer Asked by Harry on August 31, 2023
Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.

Thanks

Jim
Read Answer Asked by Jim on August 29, 2023
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