-
Lockheed Martin Corporation (LMT $645.20)
-
Verizon Communications Inc. (VZ $50.97)
-
Walmart Inc. (WMT $125.99)
-
Air Canada Voting and Variable Voting Shares (AC $17.00)
-
Kinaxis Inc. (KXS $135.43)
-
Magna International Inc. (MG $76.78)
-
goeasy Ltd. (GSY $33.80)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $115.09)
-
Veeva Systems Inc. Class A (VEEV $185.28)
-
The Trade Desk Inc. (TTD $27.08)
-
CrowdStrike Holdings Inc. (CRWD $423.84)
-
Unity Software Inc. (U $19.76)
Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.