• FLIR Systems Inc. (FLIR)
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• Teledyne Technologies Incorporated (TDY)
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Q: Happy New Year

Just looking for your thoughts on yet another takeover (Teledyne acquiring FLIR) that will impact me.

Thanks
Mike E

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Read Answer Asked by mike on January 06, 2021

• FLIR Systems Inc. (FLIR)
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• Garmin Ltd. (Switzerland) (GRMN)
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• NVIDIA Corporation (NVDA)
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• Honeywell International Inc. (HON)
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• Roper Technologies Inc. (ROP)
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• Veeva Systems Inc. Class A (VEEV)
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• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• RTX Corporation (RTX)
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Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

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Read Answer Asked by James on September 23, 2020

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• FLIR Systems Inc. (FLIR)
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• Alphabet Inc. (GOOG)
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• QUALCOMM Incorporated (QCOM)
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• Gamehost Inc. (GH)
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• Atlassian Corporation (TEAM)
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• Veeva Systems Inc. Class A (VEEV)
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• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR

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Read Answer Asked by Gordon on August 12, 2020