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Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
Read Answer Asked by Kim on June 02, 2025
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
Read Answer Asked by Mike on May 21, 2025
Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?
Read Answer Asked by Camille on April 29, 2025
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