Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!

Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin