Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.

Q: What are the odds this is higher in five years? Good opportunity for growth investors?

Q: Could you please comment on docusign's earnings. Is it now a sell?

Is there a stock you with which you would replace it? Thanks.