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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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Ulta Beauty Inc. (ULTA)
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Digital Realty Trust Inc. (DLR)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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First Industrial Realty Trust Inc. (FR)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Hi 5i,
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
Q: Peter; Could you comment on FR, as to management, outlook for earnings etc? Thanks.
Rod
Rod