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NVIDIA Corporation (NVDA $175.72)
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Canadian Natural Resources Limited (CNQ $43.86)
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WSP Global Inc. (WSP $245.54)
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Celestica Inc. (CLS $377.38)
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Kinaxis Inc. (KXS $176.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.81)
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goeasy Ltd. (GSY $127.40)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.08)
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iShares U.S. Aerospace & Defense ETF (ITA $208.94)
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kneat.com inc. (KSI $4.81)
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ARK Innovation ETF (ARKK $79.94)
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Axon Enterprise Inc. (AXON $561.26)
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Nebius Group N.V. (NBIS $78.33)
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A & W Food Services of Canada Inc. (AW $37.73)
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!