David Fingold
VP and Portfolio Manager at Dynamic Funds
Member since: Sep '16 · 563 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.94 | 110 43.31% | 55 21.65% | 29 11.42% | 49 19.29% | 11 4.33% | ||
| 1 Month | 3.94 | 14 23.73% | 19 32.20% | 17 28.81% | 8 13.56% | 1 1.69% | |
| 6 Months | 3.96 | 19 32.20% | 17 28.81% | 8 13.56% | 13 22.03% | 2 3.39% | |
| 12 Months | 3.99 | 27 47.37% | 8 14.04% | 3 5.26% | 16 28.07% | 3 5.26% | |
| 2 Years | 3.98 | 26 49.06% | 10 18.87% | 1 1.89% | 11 20.75% | 5 9.43% | |
| 5 Years | 3.85 | 24 92.31% | 1 3.85% | 0 0.00% | 1 3.85% | 0 0.00% |
Stock Opinions by David Fingold
COMMENT
Believes investors should focus on high quality/profitable companies regardless of macro-economic conditions.
Markets will always have noise that investors need to ignore.
Consumers facing headwinds with higher interest rates and inflation.
Companies will start to invest more with prices falling during economic recession.
Re-shoring of supply chain, and automation will increase business investment.
Realization that offshore supply chain is problematic/fragile given global tensions.
HOLD
Largest host of cloud computing. Believes cloud computing growth is stalling. Unsure whether venture capital funded business will have demand for cloud computing. Hard to predict future of the business. Warehouse/logistics business also slowing (massive layoffs). Company built too many warehouses.
specialty stores
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