-
Veeva Systems Inc. Class A (VEEV $285.18)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
-
Affirm Holdings Inc. (AFRM $77.39)
Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!