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Illumina Inc. (ILMN $131.45)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $20.48)
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Veeva Systems Inc. Class A (VEEV $240.29)
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Real Matters Inc. (REAL $6.59)
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Roku Inc. (ROKU $96.79)
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DocuSign Inc. (DOCU $69.35)
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Alteryx Inc. Class A (AYX)
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Crocs Inc. (CROX $84.98)
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Axon Enterprise Inc. (AXON $540.14)
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Guardant Health Inc. (GH $108.42)
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Enthusiast Gaming Holdings Inc. (EGLX $0.06)
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Perion Network Ltd (PERI $10.22)
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Unity Software Inc. (U $42.52)
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Lantheus Holdings Inc. (LNTH $58.87)
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illumin Holdings Inc. (ILLM $0.98)
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?