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Carpenter Technology Corporation (CRS $280.99)
- $280.99 P/E (TTM): 40.77X Cap: $14.30B
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Argan Inc. (AGX $207.07)
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Carpenter Technology Corporation (CRS $280.99)
- $280.99 P/E (TTM): 40.77X Cap: $14.30B
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Cellebrite DI Ltd. (CLBT $14.20)
- $14.20 Cap: $3.44B
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Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
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Argan Inc. (AGX $207.07)
- $207.07 P/E (TTM): 28.98X Cap: $2.81B
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Carpenter Technology Corporation (CRS $280.99)
- $280.99 P/E (TTM): 40.77X Cap: $14.30B
- View CRS Profile
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Cellebrite DI Ltd. (CLBT $14.20)
- $14.20 Cap: $3.44B
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Sportradar Group AG (SRAD $29.80)
- $29.80 Cap: $9.06B
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Nebius Group N.V. (NBIS $52.37)
- $52.37 Cap: $12.56B
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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 $207.07)
- $207.07 P/E (TTM): 28.98X Cap: $2.81B
- View AGX Profile
- View Questions on AGX
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Carpenter Technology Corporation (CRS $280.99)
- $280.99 P/E (TTM): 40.77X Cap: $14.30B
- View CRS Profile
- View Questions on CRS
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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