Q: I am down more than 50% on CRWD.US, ROKU.US, and GH.US in my RRIF and should have been paying more attention as they kept getting lower.
Is there any hope for a distinct short term (1 year) revival, or would a better plan be to sell all/any of them and invest in something with momentum.
Suggestions are welcome.
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprises Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
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Five Below Inc. (FIVE)
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Axon Enterprises Inc. (AXON)
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Guardant Health Inc. (GH)
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Fox Factory Holding Corp. (FOXF)
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InMode Ltd. (INMD)
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Celsius Holdings Inc. (CELH)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad