Q: Can you comment on their earnings? Thanks!

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: It’s been since February that a question has been asked about the potential growth of Uber. Could you pls give us your latest thoughts on this company as it moves toward profitability and we come out of Covid.