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Meta Platforms Inc. (META $704.28)
- $704.28 Fwd P/E: 27.53X Cap: $1.77T
- View META Profile
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Alphabet Inc. (GOOG $185.94)
- $185.94 Fwd P/E: 20.75X Cap: $2.25T
- View GOOG Profile
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Netflix Inc. (NFLX $1,209.24)
- $1,209.24 Fwd P/E: 57.15X Cap: $514.75B
- View NFLX Profile
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TELUS Corporation (T $22.31)
- $22.31 Fwd P/E: 28.24X Cap: $33.77B
- View T Profile
- View Questions on T
Take-Two Interactive Software Inc. (TTWO $231.18)
- $231.18 Cap: $41.01B
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- View Questions on TTWO
T-Mobile US Inc. (TMUS $227.21)
- $227.21 Fwd P/E: 22.19X Cap: $257.98B
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Nebius Group N.V. (NBIS $52.79)
- $52.79 Cap: $12.56B
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Defiance Connective Technologies ETF (SIXG $54.04)
- $54.04 Fwd P/E: 33.94X
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Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.

Read Answer Asked by William Ross on February 25, 2025

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