• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• United Rentals Inc. (URI)
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• Tesla Inc. (TSLA)
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• Crocs Inc. (CROX)
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• Axon Enterprise Inc. (AXON)
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• Perion Network Ltd (PERI)
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• InMode Ltd. (INMD)
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• eXp World Holdings Inc. (EXPI)
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Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Upvote 9

Read Answer Asked by Andrew on November 13, 2023

• Booking Holdings Inc. (BKNG)
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• Kinaxis Inc. (KXS)
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• Savaria Corporation (SIS)
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• Crocs Inc. (CROX)
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• Perion Network Ltd (PERI)
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• InMode Ltd. (INMD)
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• eXp World Holdings Inc. (EXPI)
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• Nuvei Corporation (NVEI)
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Q: These names have been underperforming in my portfolio for some time now. Do you believe they remain attractive from these levels or are there more compelling names out there?

Upvote 0

Read Answer Asked by Andrew on October 10, 2023

• Axon Enterprise Inc. (AXON)
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• Celsius Holdings Inc. (CELH)
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• eXp World Holdings Inc. (EXPI)
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• Lantheus Holdings Inc. (LNTH)
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Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?

Upvote 1

Read Answer Asked by Justin on May 09, 2023