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Q: Ignoring any crypto implications (I am decently invested in that area), do you think liberalizing the financial regulations in the US is likely to produce outsized short to medium term gains in that sector? If so, can you recommend a couple of solid names, a couple of speculative names and a couple of ETFs. Thanks again for the great service.
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Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
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Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
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