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Intuit Inc. (INTU $666.81)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.12)
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Palo Alto Networks Inc. (PANW $211.69)
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The Trade Desk Inc. (TTD $53.10)
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Okta Inc. (OKTA $88.12)
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HubSpot Inc. (HUBS $454.39)
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CrowdStrike Holdings Inc. (CRWD $501.18)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $140.01)
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Lumine Group Inc. (LMN $35.98)
Q: Good morning
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter