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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Roku Inc. (ROKU)
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L3Harris Technologies Inc. (LHX)
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Vertiv Holdings LLC Class A (VRT)
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Lantheus Holdings Inc. (LNTH)
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks
Shane
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Honeywell International Inc. (HON)
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Modine Manufacturing Company (MOD)
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Lennox International Inc. (LII)
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Trane Technologies plc (TT)
Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?
Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.
Are there perhaps other companies? Or companies that supply the parts for the heat pumps?
Thanks!
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Chipotle Mexican Grill Inc. (CMG)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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Eli Lilly and Company (LLY)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi team,
Grateful if you could provide a list of your top growth stocks, ten Canadian and ten American, for the next 2-3 years, excluding “lottery tickets”, with short comments and a risk evaluation. Please deduct as many credits as you see fit.
Thank you for the good work,
Jacques IDS