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Analog Devices Inc. (ADI)
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Intuitive Surgical Inc. (ISRG)
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Salesforce Inc. (CRM)
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BlackBerry Limited (BB)
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Block Inc. Class A (SQ)
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Exact Sciences Corporation (EXAS)
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Veeva Systems Inc. Class A (VEEV)
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave