Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?
Thank you very much in advance
Thank you very much in advance
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GE Aerospace (GE)
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Cameco Corporation (CCO)
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Pan American Silver Corp. (PAAS)
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Spotify Technology S.A. (SPOT)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Palantir Technologies Inc. (PLTR)
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GE Vernova Inc. (GEV)
Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!
Q: Can you give me your updated analysis on CloudFlare. It seems to be getting its groove, but do the fundamentals look like a strong growth story ahead? How overvalued is it currently and would you start a position? Thx