Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Elastic N.V. (ESTC)
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Shift4 Payments Inc. Class A (FOUR)
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Duolingo Inc. (DUOL)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
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CECO Environmental Corp. (CECO)
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Powell Industries Inc. (POWL)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Nextracker Inc. (NXT)
Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave