Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.
With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.
My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?
Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE
What is best way to play this, ETFS there are now many , even ARK and FINK
Q: Hi Peter, for NVEI the 34.00 US how is it calculated and when is it calculated. I have 60 shares so if I sell today I'll get what I get today at today's price but if I sell it the day it actually it goes private how much of a difference would there be. What exchange rate will be used. Thanks
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Q: NVEI has extended until April 1st 2025 for holders to decide on options for the buyout. This means that the privatization would have taken about a year from the announcement in March 2024. It looks stretched. Could there be hurdles we are not seeing, financing for example? Or the structure of the company makes it difficult? Just curious ..Thanks a lot.
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
Q: Could you please comment on the earnings release and stock's valuation. Do you think market will take notice of the solid results and guidance, in light of the negative sentiment for a couple of days, surrounding AI related companies ?
Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?