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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Walt Disney Company (DIS)
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AT&T Inc. (T)
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Verizon Communications Inc. (VZ)
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TELUS Corporation (T)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B)
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Twitter Inc. (TWTR)
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Communication Services Select Sector SPDR Fund (XLC)
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Match Group Inc. (MTCH)
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Lumen Technologies Inc. (LUMN)
Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.
Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?
Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.
Thanks as always.
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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Unity Software Inc. (U)
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Roblox Corporation Class A (RBLX)
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Lantheus Holdings Inc. (LNTH)
Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.
Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.
Thanks.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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Ford Motor Company (F)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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MicroStrategy Incorporated (MSTR)
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Affirm Holdings Inc. (AFRM)
Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA
Thanks!