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Q: What is the reason for Costco being down?
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Intel Corporation (INTC)
- Intuitive Surgical Inc. (ISRG)
- International Business Machines Corporation (IBM)
- Verizon Communications Inc. (VZ)
- Roku Inc. (ROKU)
Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.
- Costco Wholesale Corporation (COST)
- Caterpillar Inc. (CAT)
- Home Depot Inc. (The) (HD)
- Eli Lilly and Company (LLY)
- United Rentals Inc. (URI)
- Walmart Inc. (WMT)
- Trane Technologies plc (TT)
Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
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