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Tronox Holdings plc (UK) (TROX $5.58)
- $5.58 Cap: $874M
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Tronox Holdings plc (UK) (TROX $5.58)
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Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.
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Ichor Holdings (ICHR $21.28)
- $21.28 Cap: $771M
- View ICHR Profile
- View Questions on ICHR
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Tronox Holdings plc (UK) (TROX $5.58)
- $5.58 Cap: $874M
- View TROX Profile
- View Questions on TROX
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Ultra Clean Holdings Inc. (UCTT $23.83)
- $23.83 P/E (TTM): 40.26X Cap: $1.12B
- View UCTT Profile
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Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.
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Redfin Corporation (RDFN)
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Tronox Holdings plc (UK) (TROX $5.58)
- $5.58 Cap: $874M
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HyreCar Inc. (HYRE)
- Cap: $1M
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Q: Good day, just checking in on a couple small cap recommendations from 5i. What did you think of Hyde’s recent quarter and outlook? Are you still comfortable with Tronox and Redfin? Thx as always for your advice.
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