• Intuitive Surgical Inc. (ISRG)
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• Microsoft Corporation (MSFT)
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• Booking Holdings Inc. (BKNG)
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• Salesforce Inc. (CRM)
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• Eli Lilly and Company (LLY)
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• Roper Technologies Inc. (ROP)
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• Constellation Software Inc. (CSU)
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Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.

Upvote 17

Read Answer Asked by Dave on September 03, 2024

• Roper Technologies Inc. (ROP)
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• United Rentals Inc. (URI)
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Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 2

Read Answer Asked by Neil on July 26, 2024

• Alphabet Inc. (GOOG)
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• General Dynamics Corporation (GD)
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• Roper Technologies Inc. (ROP)
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• The Trade Desk Inc. (TTD)
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Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Upvote 4

Read Answer Asked by andre on July 24, 2024