Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.
Q: I know this is a bit of a crytal ball question. But do you expect the Bayer deal to go through? Any idea how long it would take?
I have held this for a couple of years and am wondering if the funds could be put to better use with a company like NVDA, ULTA or FB .... even though they are all in different industries?