Investment Q&A

We think CIGI is decent enough, but its exposure to real estate could keep sentiment lower than average, at least until we have a clearer picture of the economy. The other stocks noted do likely offer a better growth profile, albeit with more risk. We would be fine with a switch, if growth is the objective. Our order would be: GRID, VNP, BLN. We recently added GRID to the growth model portfolio, and we feel that, as it operates in a critical industry and its earnings have shown nice expansion, it offers good potential at the right time.  VNP has strong tailwinds from the renewable energy, space (solar cells for satellites), and pharma industries. It has demonstrated improving margins, and growing strategic importance as it helps reduce US and EU reliance on China for critical minerals. Its partnerships in US solar expansion and role as a domestic-friendly supplier for satellite components further position it as a key player in high-growth, geopolitically significant industries. BLN: we like it, but the other two are showing better positive momentum.