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Alphabet Inc. (GOOG $177.56)
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Intuitive Surgical Inc. (ISRG $534.71)
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Booking Holdings Inc. (BKNG $5,815.92)
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Stryker Corporation (SYK $392.51)
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Constellation Software Inc. (CSU $4,998.97)
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kneat.com inc. (KSI $5.65)
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Axon Enterprise Inc. (AXON $802.16)
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Celestica Inc. (CLS $154.00)
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Propel Holdings Inc. (PRL $38.30)
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Brookfield Corporation Class A Limited (BN $62.94)
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Lumine Group Inc. (LMN $48.02)
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Nebius Group N.V. (NBIS $47.84)
Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.
Along with some additional free capital, I am considering adding four new positions.
I am indifferent to industry, size or region. This is all about growth.
I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.
How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?
If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.
Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.
Subtract as many credits as needed.
Along with some additional free capital, I am considering adding four new positions.
I am indifferent to industry, size or region. This is all about growth.
I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.
How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?
If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.
Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.
Subtract as many credits as needed.