-
LendingClub Corporation (LC)
-
Exact Sciences Corporation (EXAS)
-
Trupanion Inc. (TRUP)
-
Pure Storage Inc. Class A (PSTG)
-
Alteryx Inc. Class A (AYX)
-
Redfin Corporation (RDFN)
-
Photronics Inc. (PLAB)
-
IES Holdings Inc. (IESC)
-
Pinterest Inc. Class A (PINS)
-
Chewy Inc. Class A (CHWY)
-
Cloudflare Inc. Class A (NET)
-
Magnite Inc. (MGNI)
-
Unity Software Inc. (U)
-
Upstart Holdings Inc. (UPST)
-
Taboola.com Ltd. (TBLA)
-
Matterport Inc. (MTTR)
-
Upbound Group Inc. (UPBD)
Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks
-
Sangoma Technologies Corporation (STC)
-
Block Inc. Class A (SQ)
-
Tesla Inc. (TSLA)
-
Carriage Services Inc. (CSV)
-
IDEXX Laboratories Inc. (IDXX)
-
Roku Inc. (ROKU)
-
Zscaler Inc. (ZS)
-
Century Communities Inc. (CCS)
-
MEDIFAST INC (MED)
-
Unity Metals Corp. (UTY)
-
Digital Turbine Inc. (APPS)
-
Cloudflare Inc. Class A (NET)
Q: Hi 5i Team,
I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?
Thanks
Q: Hi Peter,
Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.
What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.
Thanks
George