Q: I’m invested for the long term. Do you view any of these names as no longer holding any long term potential?
Thanks

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