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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

Read Answer Asked by John on August 26, 2020

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.

Read Answer Asked by Jason on June 25, 2020
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