- C.H. Robinson Worldwide Inc. (CHRW)
- Cognizant Technology Solutions Corporation (CTSH)
- Big Lots Inc. (BIG)
Q: Hi 5i Team,
Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.
Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.
My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.
Feel free to deduct as many points required.
Thank you for your excellent services,
Beginning of the year, time for portfolio maintenance/tuning operations, my doubts/focus is on these 3 US titles : BIG, CTSH, CHRW.
Would like to know your call (HOLD/SELL) and brief appreciation on these. In SELL cases (if any), could you please provide US market replacement suggestion other than (already owned) : GOOG, SBUX, V, BRK-B, DG, CPRT, KMX.
My portfolio is in registered account, holding period would be 5-10 years, aiming for quality company with good mid-long term growth potential.
Feel free to deduct as many points required.
Thank you for your excellent services,