Q: Which company looks more attractive as a buy with their recent partnership for a 5G play?

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: With the West’s pullback from Huawei products what are the chances of China banning Apple ( or other firms ) citing security issues ?
How do you factor something like this when analyzing a company?