Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!

MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)

KR

Q: do you have any opinion on Broadcom , brcm,in the USA? I bought some at $34 last April and it's down over 10%. thanks