• Amazon.com Inc. (AMZN)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Sherwin-Williams Company (The) (SHW)
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• Stryker Corporation (SYK)
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• Meta CDR (CAD Hedged) (META)
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• ASML Holding N.V. (ASML)
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• Axon Enterprise Inc. (AXON)
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• Uber Technologies Inc. (UBER)
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• CrowdStrike Holdings Inc. (CRWD)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• Flutter Entertainment Plc (FLUT)
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Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Upvote 5

Read Answer Asked by Doug on February 19, 2025

• LyondellBasell Industries NV Class A (Netherlands) (LYB)
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• Sherwin-Williams Company (The) (SHW)
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• Linde plc (LIN)
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Q: LYB is in a downtrend can you shed any light on why? I like the div. and do need companies in the materials sector and consider. his a long term hold for me am I looking at this wrong?

Upvote 2

Read Answer Asked by Mark on December 11, 2024

• Ecolab Inc. (ECL)
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• Sherwin-Williams Company (The) (SHW)
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• Linde plc (LIN)
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• Eagle Materials Inc (EXP)
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Q: What companies in the USA for materials - Is lumber the next thing to run as we are short of housing in USA and CDN

Upvote 2

Read Answer Asked by Donna on April 15, 2024