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NVIDIA Corporation (NVDA)
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Canadian Natural Resources Limited (CNQ)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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iShares U.S. Aerospace & Defense ETF (ITA)
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kneat.com inc. (KSI)
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ARK Innovation ETF (ARKK)
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Axon Enterprise Inc. (AXON)
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Nebius Group N.V. (NBIS)
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A & W Food Services of Canada Inc. (AW)
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!