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5i Recent Questions
- Adobe Inc. (ADBE)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Skyline Champion Corporation (SKY)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?
Thanks
Thanks
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Elastic N.V. (ESTC)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Over the last couple of months and as a result of comments made here I have started positions in the above five companies with funds allocated to higher growth potential/higher potential volatility etc.
Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:
1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?
2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?
Thanks for guidance over these last number of years,
Terry
Four of the five have done very well so thank you. In keeping with your philosophy of pulling the weeds and watering the flowers I have a couple of questions:
1) Would you sell ESTC at this point in time and realocate the funds to one of the four flowers or to a "new" high reward potential investment you would suggest?
2) The ESTC issue aside, would you be adding to any of these flowers at this point in time and in which order?
Thanks for guidance over these last number of years,
Terry
Q: Hi 5i Team,
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
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