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Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
Read Answer Asked by Mario on July 10, 2024
Q: I have narrowed down 4 choices of Industrials to add to my portfolio: DRX, HMM.A, HPS.A and BYD. The reason is they are all currently under valued compared to fair value according to Morningstar.
Please rate these 4 in descending order of confidence. Preference is growth in the next 3-5 years. And also please include suggested entry price. Thank you very much.
Read Answer Asked by Anh on July 08, 2024
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