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The Trade Desk Inc. (TTD $46.86)
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CECO Environmental Corp. (CECO $51.03)
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Aspen Aerogels Inc. (ASPN $7.12)
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Construction Partners Inc. (ROAD $132.92)
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SPS Commerce Inc. (SPSC $107.36)
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Powell Industries Inc. (POWL $292.22)
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Datadog Inc. (DDOG $137.49)
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Vertiv Holdings LLC Class A (VRT $142.61)
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Celsius Holdings Inc. (CELH $51.01)
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Cellebrite DI Ltd. (CLBT $17.85)
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TransMedics Group Inc. (TMDX $120.53)
Q: Hello 5i,
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J