• Axon Enterprise Inc. (AXON)
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• Curtiss-Wright Corporation (CW)
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• Comfort Systems USA Inc. (FIX)
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• Construction Partners Inc. (ROAD)
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• Sterling Infrastructure Inc. (STRL)
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• IES Holdings Inc. (IESC)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Trane Technologies plc (TT)
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Construction Partners Inc. (ROAD)
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• Shift4 Payments Inc. Class A (FOUR)
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• Cellebrite DI Ltd. (CLBT)
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Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.

These are all down substantially since the show.

Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?

Thanks


Sheldon

Upvote 5

Read Answer Asked by Sheldon on April 07, 2025

• Intuitive Surgical Inc. (ISRG)
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• Crocs Inc. (CROX)
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• Freshworks Inc. (FRSH)
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• Construction Partners Inc. (ROAD)
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• Shift4 Payments Inc. Class A (FOUR)
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• Celsius Holdings Inc. (CELH)
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• Snowflake Inc. Class A (SNOW)
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• Cantaloupe Inc. (CTLP)
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• Genius Sports Limited (GENI)
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• SoFi Technologies Inc. (SOFI)
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• Cellebrite DI Ltd. (CLBT)
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• ReposiTrak Inc. (TRAK)
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• Nebius Group N.V. (NBIS)
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Q: Hello Team,

Are you able to rank (1 to 13) the above companies on which ones you would purchase today based on pullbacks and who you think has the most upside over the next 2-3 years. Thanks.

Upvote 10

Read Answer Asked by Kevin on March 20, 2025