• Costco Wholesale Corporation (COST)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• NextEra Energy Inc. (NEE)
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• Constellation Brands Inc. (STZ)
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• Raytheon Technologies (UTX)
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• Verizon Communications Inc. (VZ)
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• Atlassian Corporation (TEAM)
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• Roku Inc. (ROKU)
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• Alteryx Inc. Class A (AYX)
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• Axon Enterprise Inc. (AXON)
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• Datadog Inc. (DDOG)
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• Vertiv Holdings LLC Class A (VRT)
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• Cellebrite DI Ltd. (CLBT)
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• Nebius Group N.V. (NBIS)
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Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Upvote 44

Read Answer Asked by Dave on January 15, 2025

• Philip Morris International Inc (PM)
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• Constellation Brands Inc. (STZ)
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• Brown Forman Inc Class B (BF.B)
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• Diageo plc (DEO)
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Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.

Upvote 4

Read Answer Asked by Gerry on July 24, 2024

• Constellation Brands Inc. (STZ)
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Q: What is your opinion on the latest quarter of the Constellation Brand? Is it a good buy after the dip in the share after the earning report? is there any specific reasons for the share price to drop?

Upvote 5

Read Answer Asked by Numa on July 04, 2024