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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
- Analog Devices Inc. (ADI)
- Ulta Beauty Inc. (ULTA)
- Crocs Inc. (CROX)
- LPL Financial Holdings Inc. (LPLA)
- Heico Corporation (HEI)
- Interactive Brokers Group Inc. (IBKR)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
- Analog Devices Inc. (ADI)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hello Peter and team,
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
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