Q: Happy New year to everyone!

My TFSA is strictly US growth. I'm looking at the software space as I'm tech oriented.

I do own MSFT, ORCL on it's recent decline.

Some of the players are fairly expensive or have some negative momentum. NOW, SNPS, CDNS are 3 candidates.

Would you have a preference of these looking forward accounting for current value etc?
A top tier selection that isn't one of these?

I'm looking for your thoughts and a reasonable entry. Of course this is 3+ year hold.

Thank you very much.

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M