Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!

Q: Would you buy these today and in what order?

Thanks,
Milan

Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!