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Alphabet Inc. (GOOG $396.18)
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Micron Technology Inc. (MU $654.97)
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Celestica Inc. (CLS $556.60)
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5N Plus Inc. (VNP $35.64)
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Teradyne Inc. (TER $377.20)
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Bloom Energy Corporation Class A (BE $285.99)
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EnerSys (ENS $222.37)
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Vertiv Holdings LLC Class A (VRT $356.39)
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Kodiak Gas Services Inc. (KGS $70.25)
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GE Vernova Inc. (GEV $1,110.86)
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Nebius Group N.V. (NBIS $190.06)
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