• AeroVironment Inc. (AVAV)
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Q: Could I get your analysis of the AVAV $4.1B purchase of BlueHalo?? Premarket is lower for AVAV. Does this purchase improve your AVAV conviction? Thanks

Upvote 3

Read Answer Asked by Greg on November 19, 2024

• Intuitive Surgical Inc. (ISRG)
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• AeroVironment Inc. (AVAV)
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• Crocs Inc. (CROX)
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• Aspen Aerogels Inc. (ASPN)
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• SPS Commerce Inc. (SPSC)
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• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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• ADF Group Inc. Subordinate Voting Shares (DRX)
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• Vertiv Holdings LLC Class A (VRT)
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• Cellebrite DI Ltd. (CLBT)
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• TransMedics Group Inc. (TMDX)
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• Nextracker Inc. (NXT)
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• GigaCloud Technology Inc (GCT)
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Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Upvote 14

Read Answer Asked by Kevin on November 09, 2024

• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• AeroVironment Inc. (AVAV)
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• Axon Enterprise Inc. (AXON)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• TransMedics Group Inc. (TMDX)
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Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.

Upvote 18

Read Answer Asked by Martin on October 28, 2024