Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? Thanks.
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Investment Q&A
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Q: Hi team,
Grateful for your views on these two stocks.
BJ seems a good competitor to Costco, more risky, more growth ? Is it likely that SONOS be an acquisition target for GOOG, AMZN, or AAPL ?
Best greetings for the season,
JD IDS
Grateful for your views on these two stocks.
BJ seems a good competitor to Costco, more risky, more growth ? Is it likely that SONOS be an acquisition target for GOOG, AMZN, or AAPL ?
Best greetings for the season,
JD IDS
- Micron Technology Inc. (MU)
- Baidu Inc. (BIDU)
- Ambarella Inc. (AMBA)
- GLOBAL X FDS (FINX)
- Sonos Inc. (SONO)
- VanEck Vectors Video Gaming and eSports ETF (ESPO)
Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome
Q: This name had a nice pop after the favourable (almost glowing) Andrew Left/Citron research report. However, I see that there has been a lot of insider selling, which always makes me nervous and today I read that they are laying off a large percent of their workforce which is not exactly a glowing sign of success. What do you think about this company as a "stay at home" type of stock play? I do note your previous comments wherein you say that it was okay. Thank you.
- Microsoft Corporation (MSFT)
- Ecolab Inc. (ECL)
- Block Inc. Class A (SQ)
- Sonos Inc. (SONO)
- Beyond Meat Inc. (BYND)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
Q: What do you think of this company at this price. Acquisition target with a « more time at home » long trend?