Q: Hi 5i,
Can you comment on TEAM earnings?
Trying to reduce the number of positions i have. Which one would you prefer between TEAM and VEEV? And why?
Thank you
Can you comment on TEAM earnings?
Trying to reduce the number of positions i have. Which one would you prefer between TEAM and VEEV? And why?
Thank you
Q: Happy New Year 5i team,
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
-
Costco Wholesale Corporation (COST)
-
Alphabet Inc. (GOOG)
-
Intuitive Surgical Inc. (ISRG)
-
NVIDIA Corporation (NVDA)
-
NextEra Energy Inc. (NEE)
-
Constellation Brands Inc. (STZ)
-
Raytheon Technologies (UTX)
-
Verizon Communications Inc. (VZ)
-
Atlassian Corporation (TEAM)
-
Roku Inc. (ROKU)
-
Alteryx Inc. Class A (AYX)
-
Axon Enterprise Inc. (AXON)
-
Datadog Inc. (DDOG)
-
Vertiv Holdings LLC Class A (VRT)
-
Cellebrite DI Ltd. (CLBT)
-
Nebius Group N.V. (NBIS)
Q: Hello 5i
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave
Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave