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NVIDIA Corporation (NVDA $182.81)
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Starbucks Corporation (SBUX $93.79)
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Nike Inc. (NKE $63.13)
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Kinaxis Inc. (KXS $123.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.88)
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lululemon athletica inc. (LULU $176.42)
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Real Matters Inc. (REAL $6.17)
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The Trade Desk Inc. (TTD $25.81)
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Roku Inc. (ROKU $90.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.25)
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CrowdStrike Holdings Inc. (CRWD $429.64)
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.
Thanks for your thoughtful review.
Thanks for your thoughtful review.