• Ichor Holdings (ICHR)
  • View ICHR Profile
  • View Questions on ICHR
• Tronox Holdings plc (UK) (TROX)
  • View TROX Profile
  • View Questions on TROX
• Ultra Clean Holdings Inc. (UCTT)
  • View UCTT Profile
  • View Questions on UCTT
• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST

Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.

Upvote 0

Read Answer Asked by Brian on September 07, 2021

• Wynn Resorts Limited (WYNN)
  • View WYNN Profile
  • View Questions on WYNN
• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC
• Ichor Holdings (ICHR)
  • View ICHR Profile
  • View Questions on ICHR
• Tronox Holdings plc (UK) (TROX)
  • View TROX Profile
  • View Questions on TROX
• Ultra Clean Holdings Inc. (UCTT)
  • View UCTT Profile
  • View Questions on UCTT

Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.

Upvote 0

Read Answer Asked by Brian on August 12, 2021

• Redfin Corporation (RDFN)
  • View RDFN Profile
  • View Questions on RDFN
• Tronox Holdings plc (UK) (TROX)
  • View TROX Profile
  • View Questions on TROX
• HyreCar Inc. (HYRE)
  • View HYRE Profile
  • View Questions on HYRE

Q: Good day, just checking in on a couple small cap recommendations from 5i. What did you think of Hyde’s recent quarter and outlook? Are you still comfortable with Tronox and Redfin? Thx as always for your advice.

Upvote 0

Read Answer Asked by Brian on April 15, 2021