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Lennar Corporation Class A (LEN)
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Century Communities Inc. (CCS)
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Dream Finders Homes Inc. Class A (DFH)
Q: I heard from a recent analyst that there is a lack of single family homes in the USA ? In the last 3 months, DFH has been on the move. What do you think of this stock or any other that might be worth looking at ?
Read Answer Asked by Frank on April 25, 2023-
Sangoma Technologies Corporation (STC)
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Carriage Services Inc. (CSV)
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IDEXX Laboratories Inc. (IDXX)
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Roku Inc. (ROKU)
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Zscaler Inc. (ZS)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Unity Metals Corp. (UTY)
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Digital Turbine Inc. (APPS)
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Cloudflare Inc. Class A (NET)
Q: Hi 5i Team,
I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?
Thanks
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Block Inc. Class A (SQ)
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Tesla Inc. (TSLA)
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Carriage Services Inc. (CSV)
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IDEXX Laboratories Inc. (IDXX)
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Roku Inc. (ROKU)
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Zscaler Inc. (ZS)
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Converge Technology Solutions Corp. (CTS)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Digital Turbine Inc. (APPS)
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Cloudflare Inc. Class A (NET)
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Snowflake Inc. Class A (SNOW)
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Airbnb Inc. (ABNB)
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Mitek Systems Inc. (MITK)
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Affirm Holdings Inc. (AFRM)
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DigitalOcean Holdings Inc. (DOCN)
Q: Hi 5i Team,
I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?
Thanks in advance,
Jon
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