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                             Broadcom Inc. (AVGO $365.64) Broadcom Inc. (AVGO $365.64)
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                             Expedia Group Inc. (EXPE $217.77) Expedia Group Inc. (EXPE $217.77)
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                             American Express Company (AXP $358.92) American Express Company (AXP $358.92)
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                             Cummins Inc. (CMI $437.17) Cummins Inc. (CMI $437.17)
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                             D.R. Horton Inc. (DHI $147.67) D.R. Horton Inc. (DHI $147.67)
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                             Mastercard Incorporated (MA $549.86) Mastercard Incorporated (MA $549.86)
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                             Constellation Software Inc. (CSU $3,637.14) Constellation Software Inc. (CSU $3,637.14)
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                             Tapestry Inc. (TPR $110.68) Tapestry Inc. (TPR $110.68)
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                             Hubbell Inc (HUBB $468.76) Hubbell Inc (HUBB $468.76)
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                             Jacobs Solutions Inc. (J $156.92) Jacobs Solutions Inc. (J $156.92)
            Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
    Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
 
                             
                             
                    