Investment Q&A

Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.

Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.

Wishing you and yours a very Merry Christmas! Cheers and thank you!

Q: Hi Team,

My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?

Thx
Marco

Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.

Q: Dear Abby .... I mean 5i : Given the industry’s past-habit of over building capacity in good times, I half-expected Micron to weaken a bit. Notwithstanding that, I also read that the foundries had learned their lesson and were no longer jumping into adding capacity. The sudden and scary drop from impressive heights in MU’s price doesn’t look wholly justified. Although the share price increase may appear dizzying, it isn’t THAT much when one looks at multi-year price-history. For exemple although this year’s chart shows more than a doubling in price, I show 30 odd percent gain, having held MU for several years . I checked the financial sites and didn’t see much that explains the suddenness in price drop . Morgan Stanley unkindly dropped off on Monday a negative blurb on chip makers and most Semi’s dropped after opening on Monday. I read the said report and was not as convinced as Morgan Stanley seemed to be. I later saw MU had a positive report (Baird) . Obviously, I am missing something important . I am much too shy to ask to see your Bloomberg terminal . Your insight and DEEPER look and subsequent comment into this issue would be most appreciated.

Q: You haven't been positive about this company but it has been quite some time since a question was asked and the stock has been on a tear in a hot space. Acknowledging its volatility, which is reflected in its valuation, can you give me any reasons to stay away?

Q: I have a small position in MU ... less than 1%.
It's up about 50% since I purchased about 8 months ago.
I'm concerned that as semiconductor prices are increasing, there may be increased production from other competitors and that the market may become oversupplied.
Should I hold on or is the stock becoming long in the tooth .. in which case should I sell?

Q: Own it at 10.00.Do you think i should sell just before earnings because i do not think the Inotera acquisition cost savings are baked in yet.Baird raised the price target today to 18.00 with a outperform.Think they can compete with Samsung now?Earnings June 23rd

Q: MU, Micron USD-would you being buying this stock now for USD portion of portfolio vs Intel for example?