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Wynn Resorts Limited (WYNN $128.68)
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Air Canada Voting and Variable Voting Shares (AC $19.02)
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Ichor Holdings (ICHR $16.80)
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Tronox Holdings plc (UK) (TROX $4.14)
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Ultra Clean Holdings Inc. (UCTT $25.36)
Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.