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BRP Inc. Subordinate Voting Shares (DOO)
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WELL Health Technologies Corp. (WELL)
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Super Micro Computer Inc. (SMCI)
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Converge Technology Solutions Corp. (CTS)
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Aspen Aerogels Inc. (ASPN)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Celsius Holdings Inc. (CELH)
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Cellebrite DI Ltd. (CLBT)
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TransMedics Group Inc. (TMDX)
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Nextracker Inc. (NXT)
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GigaCloud Technology Inc (GCT)
Q: Hello Team,
Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Q: Do you expect better results going forward with the changes being implemented? What would be a good entry point? Do you foresee any significant headwinds?
Q: Would you sell CTS if you were in a loss position? If you were going to sell CTS, what three choices would recommend as better alternatives in order of preference excluding CSU, DSG and SHOP which I own.