Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Hi Peter and Staff
Would your thesis on Palantir change for long term hold based on results today and forecast?
2nd part ......would you prefer it or TEAM today with long term view
Thanks and have a great day
Dennis

Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.