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Argan Inc. (AGX)
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Carpenter Technology Corporation (CRS)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
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Nebius Group N.V. (NBIS)
Q: Good morning. I bought these 2 last year around July or August in an unregistered 12 stock US account.
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
AGX is a triple, 9.8% of the portfolio ,CRS a double, 8.1% of the portfolio.
What do you see for them going forward? Do I trim? If so do add to NBIS , CLBT or SRAD. Thank you David
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Argan Inc. (AGX)
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Radcom Ltd. (RDCM)
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Ceragon Networks Ltd. (CRNT)
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DXP Enterprises Inc. (DXPE)
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Graham Corporation (GHM)
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Travelzoo (TZOO)
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OppFi Inc. Class A (OPFI)
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Gambling.com Group Limited (GAMB)
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Third Coast Bancshares Inc. (TCBX)
Q: Hi 5i Team,
Out of this basket of US small caps would you be able to rank these from best to worst for an investment? No need to provide details about what each company does but purely a ranking and whether there are any that you would stay away from.
Thanks as always,
Jon
Out of this basket of US small caps would you be able to rank these from best to worst for an investment? No need to provide details about what each company does but purely a ranking and whether there are any that you would stay away from.
Thanks as always,
Jon
Q: Merry Christmas. I'm doing some trimming in my unregistered U. S. account early in the new year. I have had a great run with both these stocks. Does either 1 have any headwinds ? Which has more upside ? Trim both, or sell 1?
Have a great new year gents.
David
Have a great new year gents.
David
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