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Q: Could you provide a revised outlook on Tenable Holdings? It has been relatively flat for some time, so wanted your thoughts on whether this is a buy, sell, or hold.
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Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!
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Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.
Thanks,
Terry
Thanks,
Terry
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