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Q: Do you know of a company (listed on the stock market)that is selling Cyber Security software in Canada or USA.

Read Answer Asked by Ernie on July 28, 2021

Q: I keep seeing CRWD come up as a good growth holding. I own the holdings mentioned earlier today in the 3 Cdn and 3 US growth recommendations, with the exception of CRWD. I'd have to sell something to buy it and own both UCTT and ICHR. I am wondering if there is some overlap between these two and whether selling one to buy CRWD is a good move - and if so, which one would be the better sell. If not, looking at CRWD peers, I also own PLTR. Would CRWD be a better growth holding than PLTR and warrant a switch?

Read Answer Asked by Kim on July 28, 2021

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. Iím considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.

Read Answer Asked by Mark on July 27, 2021
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