-
Alphabet Inc. (GOOG $392.03)
-
Micron Technology Inc. (MU $663.09)
-
Celestica Inc. (CLS $563.50)
-
5N Plus Inc. (VNP $36.00)
-
Teradyne Inc. (TER $378.28)
-
Bloom Energy Corporation Class A (BE $289.50)
-
EnerSys (ENS $223.43)
-
Vertiv Holdings LLC Class A (VRT $354.15)
-
Kodiak Gas Services Inc. (KGS $70.30)
-
GE Vernova Inc. (GEV $1,112.53)
-
Nebius Group N.V. (NBIS $189.93)
Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.
I want to trim them to 10% and reinvest.
I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.
Thanks
I want to trim them to 10% and reinvest.
I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.
Thanks