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- International Flavors & Fragrances Inc. (IFF)
- Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
- Alexandria Real Estate Equities Inc. (ARE)
- Transdigm Group Incorporated (TDG)
- Rivian Automotive Inc. (RIVN)
Q: what would you you recommend as 5 top shorts?
Q: Hi Peter et al:
Is RIVN dead?! Do you think Jeff Bezos will perform CPR........again?! My thesis getting into it with a small portion was that they had a "ready made" customer..i.e. Amazon warehouses and deliveries. That we were going to see RIVN vehicles everywhere in North America, delivering our stuff! Anyway, please gaze into your crystal ball and tell me if it will bounce at all. TSLA seems to have bounced nicely, eh?!
Is RIVN dead?! Do you think Jeff Bezos will perform CPR........again?! My thesis getting into it with a small portion was that they had a "ready made" customer..i.e. Amazon warehouses and deliveries. That we were going to see RIVN vehicles everywhere in North America, delivering our stuff! Anyway, please gaze into your crystal ball and tell me if it will bounce at all. TSLA seems to have bounced nicely, eh?!
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Rivian Automotive Inc. (RIVN)
Q: Dear Peter et al:
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
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