Q: Your comments on TEAM earnings and opinions going forward. Thank you
Read Answer Asked by Marty on February 03, 2023Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
Read Answer Asked by Justin on January 20, 2023-
Adobe Inc. (ADBE)
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NVIDIA Corporation (NVDA)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Antero Resources Corporation (AR)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
Read Answer Asked by William on January 09, 2023