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5i Recent Questions
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Broadcom Inc. (AVGO)
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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NextEra Energy Inc. (NEE)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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CRH PLC (CRH)
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EMCOR Group Inc. (EME)
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Vistra Corp. (VST)
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IES Holdings Inc. (IESC)
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Palantir Technologies Inc. (PLTR)
Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.
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Medtronic plc. (MDT)
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Stryker Corporation (SYK)
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Zimmer Biomet Holdings Inc. (ZBH)
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Globus Medical Inc. Class A (GMED)
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Penumbra Inc. (PEN)
Q: Who are competitors of STRYKER MEDTRONICS Which do you prefer ? RAK
Q: These 2 stocks are health care and considered defensive. At what price for these two stocks would you consider a good price to buy?......Tom
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