Q: Good Morning. In your response to Mike this morning you stated: "NVEI is slightly cheaper than a large-cap tech name such as GOOG (one of IYW's top holdings), but NVEI has a much stronger growth profile, but at the cost of longevity uncertainty." Did you mean that NVEI has a much stronger growth profile than GOOG or IYW ?
Thank you,
Dennis

Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike

Q: NVEI Nuvei Corp or LSPD I have both. Thinking of buying more while on sale.

Which has the most potential coming out of a recession.

Thank you.