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Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!
Read Answer Asked by Kim on May 12, 2026
Q: Hi 5i
Read 5i's comments on CCO's "solid" results this morning and considering a small position 2-3 year time frame.
What is their PE and are they considered overvalued?
Would 5i be interested in initiating a position at this time?
If so why and what price gets your attention as it has a small pullback after earnings,

thx
Read Answer Asked by jim on May 06, 2026
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