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NVIDIA Corporation (NVDA $189.86)
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Canadian Natural Resources Limited (CNQ $53.12)
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WSP Global Inc. (WSP $266.83)
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Celestica Inc. (CLS $432.76)
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Kinaxis Inc. (KXS $126.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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goeasy Ltd. (GSY $130.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.80)
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iShares U.S. Aerospace & Defense ETF (ITA $234.84)
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kneat.com inc. (KSI $4.21)
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ARK Innovation ETF (ARKK $72.44)
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Axon Enterprise Inc. (AXON $433.77)
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Nebius Group N.V. (NBIS $92.88)
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A & W Food Services of Canada Inc. (AW $36.54)
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!