-
NVIDIA Corporation (NVDA $174.98)
-
Starbucks Corporation (SBUX $88.56)
-
Nike Inc. (NKE $76.18)
-
Kinaxis Inc. (KXS $194.71)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $190.10)
-
lululemon athletica inc. (LULU $198.18)
-
Real Matters Inc. (REAL $6.15)
-
The Trade Desk Inc. (TTD $52.30)
-
Roku Inc. (ROKU $90.61)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.29)
-
CrowdStrike Holdings Inc. (CRWD $414.06)
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.