Q: Hello folks, break up the big techs, the theme has been for a long time, and once awhile come back on center stage.
my q is: does the " Break Up " increase shareholder value or vice versa?
thx
Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."
Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.
Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.
Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.
Q: Can I please get your thoughts on this company and their prospects over the next ~5 years? Are there any balance sheet issues? What is insider ownership like? Thanks.
Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.
Can I please have your opinion on PagerDuty? It looks like quite a bit down from its IPO pricing. If you don't recommend it, what would your recommended stock in the same or similar space?
Q: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave