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Intuitive Surgical Inc. (ISRG)
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Citigroup Inc. (C)
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AeroVironment Inc. (AVAV)
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Axon Enterprise Inc. (AXON)
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CECO Environmental Corp. (CECO)
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Coterra Energy Inc (CTRA)
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Aspen Aerogels Inc. (ASPN)
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Celsius Holdings Inc. (CELH)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
Q: Hello 5i,
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?
Thank you
D&J
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Coterra Energy Inc (CTRA)
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Uber Technologies Inc. (UBER)
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Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock Series A (AVGOP)
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DraftKings Inc. (DKNG)
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Samsara Inc. Class A (IOT)
Q: Which of these would you invest in now? Thanks!
Q: Given the recent softening in the US energy market what are your thoughts on acquiring some producers with attractive dividend yields? For example, DVN or CTRA. Also, what are your thoughts on oil-heavy vs gas-oriented producers? Thanks.