• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Boston Scientific Corporation (BSX)
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• The Trade Desk Inc. (TTD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Amazon.com CDR (CAD Hedged) (AMZN)
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Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Upvote 3

Read Answer Asked by Tom on February 21, 2025

• Celestica Inc. (CLS)
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• CrowdStrike Holdings Inc. (CRWD)
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• Topicus.com Inc. (TOI)
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• Applovin Corporation (APP)
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• Nebius Group N.V. (NBIS)
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Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!

Upvote 18

Read Answer Asked by Keith on February 19, 2025

• Amazon.com Inc. (AMZN)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Sherwin-Williams Company (The) (SHW)
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• Stryker Corporation (SYK)
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• Meta CDR (CAD Hedged) (META)
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• ASML Holding N.V. (ASML)
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• Axon Enterprise Inc. (AXON)
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• Uber Technologies Inc. (UBER)
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• CrowdStrike Holdings Inc. (CRWD)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• Flutter Entertainment Plc (FLUT)
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Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Upvote 5

Read Answer Asked by Doug on February 19, 2025