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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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Salesforce.com Inc (CRM)
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Atlassian Corporation Plc (TEAM)
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Ulta Beauty Inc. (ULTA)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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MEDIFAST INC (MED)
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Bright Horizons Family Solutions Inc. (BFAM)
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Pinterest Inc. Class A (PINS)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Celsius Holdings Inc. (CELH)
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Unity Software Inc. (U)
Q: Hi there,
What are your current favourite 15 US growth stocks, regardless of section concentration risks?
Thanks!
Q: Thinking about adding both COST and SBUX with new RRSP money. How do you like their growth profiles going forward? How will they achieve this growth? Is it just a matter of scale and breaking into new markets?
Read Answer Asked by Matthew on February 18, 2021-
Garmin Ltd. (GRMN)
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Starbucks Corporation (SBUX)
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AbbVie Inc. (ABBV)
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Lockheed Martin Corporation (LMT)
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Procter & Gamble Company (The) (PG)
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Unilever PLC (UL)
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CGI Inc. (GIB)
Q: I hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.
Read Answer Asked by Adam on February 18, 2021