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5i Recent Questions
Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?
Alternatively, which would be your preferred stocks for a trade war ?
Gratefully,
Jacques IDS
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Amphenol Corporation (APH)
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Element Solutions Inc. (ESI)
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Roblox Corporation Class A (RBLX)
Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.
Thanks
Thanks
Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
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