-
Wynn Resorts Limited (WYNN $100.07)
-
Air Canada Voting and Variable Voting Shares (AC $17.61)
-
Ichor Holdings (ICHR $44.83)
-
Tronox Holdings plc (UK) (TROX $6.76)
-
Ultra Clean Holdings Inc. (UCTT $57.42)
Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.