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Illumina Inc. (ILMN)
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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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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Perion Network Ltd (PERI)
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Unity Software Inc. (U)
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Lantheus Holdings Inc. (LNTH)
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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?
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