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5i Recent Questions
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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Salesforce Inc. (CRM)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Merck & Company Inc. (MRK)
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Morgan Stanley (MS)
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Prudential Financial Inc. (PRU)
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Ulta Beauty Inc. (ULTA)
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Take-Two Interactive Software Inc. (TTWO)
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Vertiv Holdings LLC Class A (VRT)
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Duolingo Inc. (DUOL)
Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+
Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al
Q: Hi
Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?
Carl
Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?
Carl
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