• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Elastic N.V. (ESTC)
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• CrowdStrike Holdings Inc. (CRWD)
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• Docebo Inc. (DCBO)
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• Shift4 Payments Inc. Class A (FOUR)
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• Lumine Group Inc. (LMN)
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• Nextracker Inc. (NXT)
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Global Payments Inc. (GPN)
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• FleetCor Technologies Inc. (FLT)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Shift4 Payments Inc. Class A (FOUR)
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• Nuvei Corporation (NVEI)
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• Fiserv Inc. (FI)
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Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Upvote 5

Read Answer Asked by Daniel on March 08, 2024

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Elastic N.V. (ESTC)
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• Shift4 Payments Inc. Class A (FOUR)
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• Duolingo Inc. (DUOL)
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• Cellebrite DI Ltd. (CLBT)
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• Lumine Group Inc. (LMN)
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• Nextracker Inc. (NXT)
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Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024