• CECO Environmental Corp. (CECO)
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• Aspen Aerogels Inc. (ASPN)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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• Nextracker Inc. (NXT)
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• Blue Bird Corporation (BLBD)
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Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Upvote 1

Read Answer Asked by John on November 06, 2024

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Since long time I refrained myself to buy this company due too the dangerous conflictual situation between USA and China about Taïwan. How do you asses the risks of an investor who buys now share of this enterprise in a 2-3 years horizon ?

Thank you in advance.

Upvote 3

Read Answer Asked by Gabriel on October 25, 2024

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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• Vertiv Holdings LLC Class A (VRT)
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Q: On Sept 19 I asked the maximum weight YOU would be comfortable holding VRT and you answered 3.5%. Today you responded to Maureen with 5% weight.
What changed in the last 3-4 weeks for you to be more comfortable with a higher weight in VRT now?
Thanks

Upvote 4

Read Answer Asked by Marco on October 17, 2024