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LendingClub Corporation (LC)
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Exact Sciences Corporation (EXAS)
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Trupanion Inc. (TRUP)
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Pure Storage Inc. Class A (PSTG)
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Alteryx Inc. Class A (AYX)
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Redfin Corporation (RDFN)
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Photronics Inc. (PLAB)
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IES Holdings Inc. (IESC)
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Pinterest Inc. Class A (PINS)
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Chewy Inc. Class A (CHWY)
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Cloudflare Inc. Class A (NET)
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Magnite Inc. (MGNI)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Taboola.com Ltd. (TBLA)
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Matterport Inc. (MTTR)
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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
Q: What do you think of PINS earnings and outlook? Seems to me that they were a pandemic story and just can't gain any traction since then.
Read Answer Asked by Dave on February 07, 2023
Q: Hi, and thanks for all the advice.
I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.
Thanks
Joe