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Wynn Resorts Limited (WYNN $107.72)
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Air Canada Voting and Variable Voting Shares (AC $18.89)
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Ichor Holdings (ICHR $14.06)
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Tronox Holdings plc (UK) (TROX $3.33)
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Ultra Clean Holdings Inc. (UCTT $22.35)
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.