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Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Upvote 24

Read Answer Asked by Charles on June 26, 2025

• Celestica Inc. (CLS)
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• Celestica Inc. (CLS)
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• Cloudflare Inc. Class A (NET)
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Q: Here are two stocks that well performed since the last weeks. In view of rebalancing somewhat a portfolio, do you consider it's a good time now to envisage some trimming, or do you think the momentum has a good probability to be continued on the mid term?

Thank you very much in advance

Upvote 3

Read Answer Asked by Gabriel on June 23, 2025

• Celestica Inc. (CLS)
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• Cellebrite DI Ltd. (CLBT)
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Q: I know you like both of these. But if you were adding to one, which one would it be and why? Thx

Upvote 9

Read Answer Asked by Adam on June 17, 2025