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Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.
I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).
I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.
If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.
Thanks,
Terry
I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).
I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.
If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.
Thanks,
Terry
Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.
What would be your recommendation at this point in the process? Sell or hold?
I was really hoping that this would be a long term hold.
If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.
I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.
How do you feel about MYR Group or Sterling Infrastructure?
Thanks!
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.
What would be your recommendation at this point in the process? Sell or hold?
I was really hoping that this would be a long term hold.
If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.
I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.
How do you feel about MYR Group or Sterling Infrastructure?
Thanks!
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- Axon Enterprise Inc. (AXON)
- Encore Wire Corporation (WIRE)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
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