Q: Ignoring the stock chart, do you see a good path forward for WOLF ? They are a leader in SiC devices, and I like the segment that they are in - Solar and Energy Storage. Is the balance sheet okay?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Xerox Holdings Corporation (XRX)
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B)
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Bausch Health Companies Inc. (BHC)
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Westport Fuel Systems Inc. (WPRT)
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Snap Inc. Class A (SNAP)
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Fastly Inc. Class A (FSLY)
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Unity Software Inc. (U)
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Wolfspeed Inc. (WOLF)
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Rivian Automotive Inc. (RIVN)
Q: Can you please provide a list of 10 USD and 10 CAD stocks that you hate? Looking for overvalued / broken story / bad balance sheet / margin compression types of names to short that should be very weak during a sell-off. Preference towards names with liquid options markets if possible.
Thanks
Thanks
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Illumina Inc. (ILMN)
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The Walt Disney Company (DIS)
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Tucows Inc. (TC)
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Fortinet Inc. (FTNT)
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Wolfspeed Inc. (WOLF)
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
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Texas Instruments Incorporated (TXN)
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Universal Display Corporation (OLED)
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Tower Semiconductor Ltd. (TSEM)
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Rambus Inc. (RMBS)
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Wolfspeed Inc. (WOLF)
Q: Could you please give me a brief list of your top chip manufacturers with production outside of China/Taiwan, and your preference(s).