Q: What is the better choice for capital appreciation over the next few years do you think? Both are in the doldrums but I expect sales will pickup again. Is one of them the industry leader?
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Booking Holdings Inc. (BKNG)
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Ulta Beauty Inc. (ULTA)
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ResMed Inc. (RMD)
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e.l.f. Beauty Inc. (ELF)
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Moderna Inc. (MRNA)
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Celsius Holdings Inc. (CELH)
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Snowflake Inc. Class A (SNOW)
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Rivian Automotive Inc. (RIVN)
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
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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)
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.