Q: TMO on downward trend. Is this a buy, sell or hold and if you recommend moving on but staying in the same area what do you recommend? If leaving healthcare, what is one strong conviction stock to buy today in any area? Thank you!
Q: I've done well with LLY. Is it time to move to something like Intuitive? I also own Stryker. Is there another name you'd favour?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Axon Enterprise Inc. (AXON)
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything
Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.
Thank you for everything