Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.

Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?