Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Have the fundamentals of these guys really changed that much?
It seems to me the biggest change is the fear or delinquencies?
Do you see decent chance of pretty good gains 3 years from now or is bankruptcy a real possibility? I have read speculation that banks may cut them off if they see a rise in charge-offs
Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests
Q: What would be a good proxy in order to crystalize losses and rebuy in 30 days. In your opinion, is it worth re-buying or was its growth mostly due to the work from home during the pandemic?
Thank you.
Q: Please comment on the recent results from these companies. ECOM results were good with quarterly cashflows of $2M but the stock is still down 50% from a few weeks ago. What gives? Is it a good buy here?
Q: I own these 3 stocks. I would like to own only one for a long term investment, as they all seem to be in the same field. Is this a good idea or are they different enough to hold all 3.
Thank you!
Q: I have about 10% of my portfolio in NVDA currently, and am . I have a 20+ year time horizon. Is this too risky of a position to take? Would I be better to put some or all of the money into XQQ, VUG, or GOOG to de-risk and position myself for long term returns?