Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: Please comment on today’s earnings report.
Would you consider this a buy ( 3 year outlook) at the after hours price?
Many thanks

Q: Can I have a short list of American renewable energy companies for a 3 year hold.
Interested in growth mostly.
Thank You
Peter