Q: I hold these 2 US stocks in a well diversified CAN/US portfolio. They have not performed as well as many of their peers and I am wondering if they are "best of breed" and worth holding or if there are better opportunities for growth elsewhere. Could you please comment on the future prospects of these 2 stocks and if its best to keep them or redeploy the funds elsewhere. If redeploy, what would you recommend as replacements in the US, sector allocation aside with a focus on growth

Q: Hello team,
Due to market conditions, noted exchange postponed the major indexes re-balancing, Tech is near 1/4 of S&P index,
1 What may effect the most sectors weighting post re-balancing? how does it work?
2 Earning season just kicked in, major tech earnings will be coming out next week, what's your predictions for the tech sector in general?
Thanks

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.