Investment Q&A

Q: What are your thoughts on this company? Is it a good investment in your opinion

Q: Hello Team,

TWTR stock came down 5.5% from Wednesday to Friday and is now down another 3.77% after hours following the announcement that Trump was permanently kicked out of TWTR space, an action also implemented by many other social media companies, even PINS. I know Twitter will survive without Trump but how about its stock!?

Do you think the drop is a knee-jerk reaction and the stock will recover in a short order? or do you think the stock will continue to languish not because he is gone, but because TWTR cannot monetize its millions of users looking for the latest news/events in political arena, a generally depressing space at the best of times. Trump at least had made this space a bit more lively/interesting.

I have been waiting very patiently for a vey long time on this stock to finally move and now this. I want to hold as I think the company is ready for live sport and ad revenues from it, but I wonder if this elusive goal is worth the opportunity cost.

I know you like TWTR so what would you do? I know your most likely answer is "nothing," but could you tell me if nothing really has changed and the future is bright for TWTR with or without Trump.

Thank you as always!

Q: EBAY’s current P/E seems to indicate that it’s being left behind somewhat in the perception of today’s investors. Your 2018 response that “you didn’t understand how it competed against AMZN” (to paraphrase) made a lot of sense to me. Can you comment on its current status and if, in your opinion, there are any catalysts that will energize the stock price?

Q: Hello, what are your thoughts of the psilocybin therapeutics sector? Personally, I believe there should be a much better alternative available today to treating mental health issues than our current options. I've read the FDA gave 'Breakthrough Therapy Designation' to COMP360 (by Compass Pathways), and I find this very hopeful. However, as an investment for the next 1-2 years what are you thoughts of this industry and this company (or any company)? Do you see this as just another boom and bust as did the cannabis sector?

Much thx.

Q: What are your thoughts regarding Virgin Galactic’s management, current valuation and prospects? Is there a relatively high risk factor here? Thanks for your service

Q: I’d like to get your updated views of these 3 companies. Would you be a buyer of any today.

Q: may i have an opinion thanks

Q: Any thoughts on Datto? This tech company IPO seems to have gone under the radar relative to the others in the space despite the strong margins/earnings/growth.

Q: How would you assess these two semi conductor companies in relation to 5G rollout.
Which one would be your preference?
Thanks, Team

Q: I have been reading a lot about Roblox and it is sounding like an exciting IPO to me. Just wondering your thoughts on this stock and the sector in general. If you do not like this one, what do you like in gaming, ATM?

Thank you for the GREAT service!

Q: With a Democratic win in the US and with that a possibility of increased tech regulation would you be OK buying Alphabet now or waiting to see what happens? I already own shares but would like to increase my position. Thank you

Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

Q: Can you provide your opinion on purchases the above US stocks please. And thank you for the wonderful service you provide. Happy New Year to the team!!

Q: What are your thoughts on MRSN ? Why did it take a hit a few days back ? Thank you.

Q: Good afternoon
Would you consider docu sign a buy hold or sell today
Thks
Marce

Q: With soft drink sales lagging at Pepsi and Coke, what’s taking them so long to jump on Celsius? With Celsius shooting up the way it has the past year, do you think much of a premium to today’s price would still be required for the deal to be made?

Q: The options on AYX are very attractive. Is this a good time for a full position in this stock
Thanks
Thomas

Q: Last Q was in November and as you called then things continue to go very well (kudos!). Do you still see upside from what seems a stellar run (since you introduced it to us)? Has this become some sort of Tesla proxy?

Q: HI,

I notice the short piece by Spruce point is having the desired effect on MGNI. Your thoughts would be appreciated.

Thank-you.

Q: Hello Folks:
You people have provided such great service to we investors, however I am increasingly frustrated attempting to search questions for a particular company. Each thread leads to another and another and and another and so on, with none paying attention to the company requested. As a result, the only way to check a particular company is to submit a question regarding each company which provides you more work and prevents clients from examining your answers to other's questions. This now convoluted system used to be so useful. There must be a better way than having these companies jumbled together providing no real answers.
My question is your view of Home Depot, Walmart and Costco as long term holds.
Thank You once again for your great service!
brian