-
Costco Wholesale Corporation (COST)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
Stryker Corporation (SYK)
-
Visa Inc. (V)
-
Walmart Inc. (WMT)
-
Veeva Systems Inc. Class A (VEEV)
-
Vertiv Holdings LLC Class A (VRT)
-
Trane Technologies plc (TT)
Q: Good Morning
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
We own the above US stocks and would like to add one more
Looking at adding either wallmart or celistica
Which would you choose of these two?
What other US stock or stocks do you find interesting for 2025?
Thks
Marcel
Q: What are your thoughts on VEEV recent earning? I have less than 1% in VEEV and have become frustrated with it after 3 years. Who is the leader in this sector? Who do they compete with? What kind of prospect do they have? Add, hold or sell?
Thanks
Thanks
Q: Hi 5i
I have less than 1% in VEEV and have become frustrated with it after 3 years. I noticed that in an answer in June, someone at 5i held it, but an answer in August did not include the disclosure. So either it was sold or it was an oversight. Can you say which?
With the pullback in NVDA ($102) I'm getting very tempted to punt VEEV (S214) and use the proceeds and some of my cash pile to pick up NVDA. Would appreciate your thoughts.
Greg
I have less than 1% in VEEV and have become frustrated with it after 3 years. I noticed that in an answer in June, someone at 5i held it, but an answer in August did not include the disclosure. So either it was sold or it was an oversight. Can you say which?
With the pullback in NVDA ($102) I'm getting very tempted to punt VEEV (S214) and use the proceeds and some of my cash pile to pick up NVDA. Would appreciate your thoughts.
Greg