Q: Thoughts on trimming some SHOP at record highs and buying some more WELL? SHOP position at 10% and WELL at 2%. I'm currently overweight tech at around 28%. What news or fundamentals would you wait for to further add to your WELL position? This is for a TFSA and looking for long term growth. Thanks!
Read AnswerQ: I guess the two are small caps with potential . irrespecrive of sector if i like to buy one which one would you recommend
Read Answer-
Kinaxis Inc. (KXS)
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Agnico Eagle Mines Limited (AEM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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iShares S&P/TSX Global Gold Index ETF iUnits S&P/TSE Canadian Gold Index Fund Units (XGD)
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Atlassian Corporation Plc (TEAM)
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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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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
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DexCom Inc. (DXCM)
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Avalara Inc. (AVLR)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.
What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.
Thanks.
