Q: AcuityAds dropped by almost 10% today on recent news on a bought deal offering. What does this mean for the stock's outlook? Is there reason to be concerned about longer term hold (5+ years).

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: Hi 5i team, please rank the mentioned companies potential and risk? thanks.