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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vertiv Holdings LLC Class A (VRT)
Q: Names like VRT, NVDA, SHOP have now corrected about 15%. I like to buy in these situations all the while being fully aware that I suck at timing the bottom of a correction, knowing only that I am getting a deal compared to recent highs. My questions are: Any red flags on any of these? Do you see other names with similar or greater pullbacks that are equally or more compelling? A list of those would be appreciated. Thank-you.
5i Research Answer:
The main cause for concern is the uptick in bond yields. But we saw 5%+ in the 10-year before,...
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA, VRT.