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Q: Could you please provide any relevant news on it since the last mention of this company ? Is everything on track?
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ServiceNow Inc. (NOW)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Construction Partners Inc. (ROAD)
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Synopsys Inc. (SNPS)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Genius Sports Limited (GENI)
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Cellebrite DI Ltd. (CLBT)
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Sportradar Group AG (SRAD)
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Construction Partners Inc. (ROAD)
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Valhi Inc. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
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