Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Q: Hi Team,
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?

Thanks,
Shane.

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.