• Salesforce Inc. (CRM)
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• Constellation Brands Inc. (STZ)
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• KKR & Co. Inc. (KKR)
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• Marvell Technology Inc. (MRVL)
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• Dell Technologies Inc. Class C (DELL)
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• Fiserv Inc. (FI)
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Q: I am looking for stocks that have not come back up since the tariff announcements but have the potential. A couple I am thinking about are Fiserv, Inc. (FI) and Marvell Technology, Inc. (MRVL). Comments and any other suggestions please.

Upvote 7

Read Answer Asked by Newman on May 29, 2025

• Costco Wholesale Corporation (COST)
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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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• NextEra Energy Inc. (NEE)
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• Constellation Brands Inc. (STZ)
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• Raytheon Technologies (UTX)
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• Verizon Communications Inc. (VZ)
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• Atlassian Corporation (TEAM)
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• Roku Inc. (ROKU)
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• Alteryx Inc. Class A (AYX)
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• Axon Enterprise Inc. (AXON)
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• Datadog Inc. (DDOG)
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• Vertiv Holdings LLC Class A (VRT)
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• Cellebrite DI Ltd. (CLBT)
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• Nebius Group N.V. (NBIS)
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Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Upvote 47

Read Answer Asked by Dave on January 15, 2025

• Philip Morris International Inc (PM)
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• Constellation Brands Inc. (STZ)
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• Brown Forman Inc Class B (BF.B)
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• Diageo plc (DEO)
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024