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Q: What is the better choice for capital appreciation over the next few years do you think? Both are in the doldrums but I expect sales will pickup again. Is one of them the industry leader?
- Booking Holdings Inc. (BKNG)
- Ulta Beauty Inc. (ULTA)
- ResMed Inc. (RMD)
- e.l.f. Beauty Inc. (ELF)
- Moderna Inc. (MRNA)
- Celsius Holdings Inc. (CELH)
- Snowflake Inc. Class A (SNOW)
- Rivian Automotive Inc. (RIVN)
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- Ulta Beauty Inc. (ULTA)
- Digital Realty Trust Inc. (DLR)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- First Industrial Realty Trust Inc. (FR)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
Q: Hi 5i,
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
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