Investment Q&A

Q: Hi 5i,

I am interested in the asset tracking space. I have read comments/replies on above mentioned companies in this space and wondered what your current opinions might be of each of these.
Is there a 'best of breed' company or 'industry leader' in this space or is the space just to fragmented for someone to be dominant?
Your last comment on TKX was a company to watch. They have done a number of deals the past 18 mos and the most recent involves some collaboration with Impinj. How do you feel about this company today (TKX)?
Impinj has fallen quite a lot the last 18 mos (I don't own it), has it gotten to a point of being buyable or too much downward momentum still exists? They seem to have a lot of RFID tags out there (25 billion)...that has to count for something. :)

I do own GPS (2%) and am patiently waiting for them to get back on track....pun intended :)

Thanks as always for your valued guidance!!

Cheers,
Steve

Q: Hi 5i
Impinj Inc. rose 19% on Friday. I can't find any news on it that would cause it to move this much. What do your sources say?
Thanks, Gerry

Q: Hi Peter and team,
Impinj Inc has a very nice run up lately, it dropped 13% today along with the other tech stock.

What is your thought of this company. Do you see strong future growth?

Would you think it is buyable at this level or is it still too expensive?

Thanks as always. Pui

Q: Got this name as one of your suggestions for US holdings.

Last week it took a big hit on earnings even though I thought the earnings looked good.

Can you give me your take, were there any material changes IYO, and do you have any concerns re the company going forward?

Thanks

Sheldon