• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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• Novanta Inc. (NOVT)
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• Axon Enterprise Inc. (AXON)
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• e.l.f. Beauty Inc. (ELF)
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• Synopsys Inc. (SNPS)
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• Vertiv Holdings LLC Class A (VRT)
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• Nu Holdings Ltd. Class A (NU)
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Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.

Upvote 11

Read Answer Asked by John on September 07, 2024

• Cognex Corporation (CGNX)
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• Novanta Inc. (NOVT)
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• Lantheus Holdings Inc. (LNTH)
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Q: Hello 5i Team,

Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.

Would you consider it a SELL, HOLD or BUY? Are there better options in this space?

Thanks in advance for your always helpful advice!

Upvote 0

Read Answer Asked by Keith on August 10, 2023

• Novanta Inc. (NOVT)
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Q: Thoughts on Novanta?

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Read Answer Asked by John on August 09, 2019