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NVIDIA Corporation (NVDA $183.91)
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Starbucks Corporation (SBUX $96.92)
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Nike Inc. (NKE $44.00)
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Kinaxis Inc. (KXS $136.28)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.43)
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lululemon athletica inc. (LULU $166.51)
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Real Matters Inc. (REAL $5.75)
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The Trade Desk Inc. (TTD $20.61)
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Roku Inc. (ROKU $100.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.91)
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CrowdStrike Holdings Inc. (CRWD $394.68)
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.
Thanks for your thoughtful review.
Thanks for your thoughtful review.