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5i Recent Questions
Q: Which of these would you suggest for a good balance of growth vs risk?
Read Answer Asked by Graeme on September 11, 2023-
Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Deere & Company (DE)
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Rockwell Automation Inc. (ROK)
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United Rentals Inc. (URI)
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ServiceNow Inc. (NOW)
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The Trade Desk Inc. (TTD)
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Copart Inc. (CPRT)
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Crocs Inc. (CROX)
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Read Answer Asked by Ashleigh on August 23, 2023-
Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Elastic N.V. (ESTC)
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Snowflake Inc. Class A (SNOW)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
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