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FLIR Systems Inc. (FLIR)
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Skyworks Solutions Inc. (SWKS)
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Walgreens Boots Alliance Inc. (WBA)
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Cognex Corporation (CGNX)
Q: I have a well diversified CND and US portfolio. I have done well on both SWKS and WBA in the US but wonder if its time to move on from these names due to better opportunities elsewhere? If so, what would you recommend to replace them with and why (can be in different sectors),
Thanks for the great service!
Scott
Thanks for the great service!
Scott