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5i Recent Questions
Q: Happy New Year
Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.
Thanks
Mike E
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FLIR Systems Inc. (FLIR)
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Honeywell International Inc. (HON)
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Roper Technologies Inc. (ROP)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Raytheon Technologies Corporation (RTX)
Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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FLIR Systems Inc. (FLIR)
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Alphabet Inc. (GOOG)
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QUALCOMM Incorporated (QCOM)
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Gamehost Inc. (GH)
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Atlassian Corporation Plc (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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CrowdStrike Holdings Inc. (CRWD)
Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
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