Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?
Q: comment on earnings. They appear to be "ok", but market seems quite pleased. Can you comment on them and why market is positive. I also feel the PE isn't overly attractive.
Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks
Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price
I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?
Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?
Q: We have been warned that this could happen. Still, I am sure that many of us are concerned on the “three black crows “ and the “triple breakdown” that we are seeing . CSU has plummeted $100.00 / sh this week .
Even for those of us that trim , this has been a big hit. Based on your experience , should we expect the price to continue its descent , or should we be expecting some re-tracement at this point.
THANKS
Q: This question my be too "personal", so if you choose not to answer I would understand. I find your responses to questions to be quite expedient, especially around earnings season, and exceptionally informative. I'm wondering how large your staff is?