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NVIDIA Corporation (NVDA $183.41)
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Canadian Natural Resources Limited (CNQ $54.75)
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WSP Global Inc. (WSP $220.68)
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Celestica Inc. (CLS $383.80)
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Kinaxis Inc. (KXS $122.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $149.75)
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goeasy Ltd. (GSY $119.65)
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Aritzia Inc. Subordinate Voting Shares (ATZ $118.59)
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iShares U.S. Aerospace & Defense ETF (ITA $236.02)
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kneat.com inc. (KSI $4.01)
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ARK Innovation ETF (ARKK $70.65)
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Axon Enterprise Inc. (AXON $431.73)
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Nebius Group N.V. (NBIS $96.69)
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A & W Food Services of Canada Inc. (AW $36.00)
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!