Latest Expert Opinions

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WAIT
WAIT
December 14, 2018
Poster child when it comes to security as a service. Offer software instead of hardware, and the first to get in, so they have a lead. Instead, he owns Palo Alto and Splunk on the cybersecurity side. But it's on their shopping list, once markets settle down.
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FireEye Inc (FEYE-Q)
December 14, 2018
Poster child when it comes to security as a service. Offer software instead of hardware, and the first to get in, so they have a lead. Instead, he owns Palo Alto and Splunk on the cybersecurity side. But it's on their shopping list, once markets settle down.
COMMENT
COMMENT
December 14, 2018
Apple or Qualcom? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.
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Apple (AAPL-Q)
December 14, 2018
Apple or Qualcom? Apple will win. Qualcomm got a small victory, but then Apple worked around it. Like the royalties lawsuit, you have to pick your battles.
WAIT
WAIT
December 14, 2018
Recently has taken a 50% haircut, so hold or sell? Has a 1% position in it, and wants to build to 3%. Leader in gaming ecosystem. Have put a lot of money into the mobile side. Likes it, but waiting for the markets to settle. Tempting to buy it down here under $50.
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Recently has taken a 50% haircut, so hold or sell? Has a 1% position in it, and wants to build to 3%. Leader in gaming ecosystem. Have put a lot of money into the mobile side. Likes it, but waiting for the markets to settle. Tempting to buy it down here under $50.
WAIT
WAIT
December 14, 2018
Has a 1.25% in this. Really, really likes it, because it's a disruptor. But it's expensive. It's on his shopping list.
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Square Inc (SQ-N)
December 14, 2018
Has a 1.25% in this. Really, really likes it, because it's a disruptor. But it's expensive. It's on his shopping list.
PAST TOP PICK
PAST TOP PICK
December 14, 2018
(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.
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Amazon.com (AMZN-Q)
December 14, 2018
(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.
PAST TOP PICK
PAST TOP PICK
December 14, 2018
(A Top Pick Oct 31/18, Down 2%) Second largest holding, and largest in the fintech space. You have to own it.
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Visa Inc. (V-N)
December 14, 2018
(A Top Pick Oct 31/18, Down 2%) Second largest holding, and largest in the fintech space. You have to own it.
PAST TOP PICK
PAST TOP PICK
December 14, 2018
(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.
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(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.