- NVIDIA Corporation (NVDA)
- Veeva Systems Inc. Class A (VEEV)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- CrowdStrike Holdings Inc. (CRWD)
- Dye & Durham Limited (DND)
- Unity Software Inc. (U)
Q: Just wondering if you think the recent pullback was overdone on some of your favourite companies making them much better buys today than they were before. If so, I would appreciate it if you could suggest 3 Canadian and 3 American companies that now have more upside.