- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry