-
Wynn Resorts Limited (WYNN $114.40)
-
Air Canada Voting and Variable Voting Shares (AC $20.53)
-
Ichor Holdings (ICHR $47.07)
-
Tronox Holdings plc (UK) (TROX $7.60)
-
Ultra Clean Holdings Inc. (UCTT $55.60)
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.