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Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?
Read Answer Asked by Cheryl on May 23, 2023-
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Roku Inc. (ROKU)
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Perion Network Ltd (PERI)
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Unity Software Inc. (U)
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AcuityAds Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Read Answer Asked by Eric on May 08, 2023-
Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good Afternoon
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
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