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NVIDIA Corporation (NVDA $193.22)
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Canadian Natural Resources Limited (CNQ $58.44)
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WSP Global Inc. (WSP $217.78)
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Celestica Inc. (CLS $413.58)
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Kinaxis Inc. (KXS $118.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $162.94)
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goeasy Ltd. (GSY $110.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $125.57)
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iShares U.S. Aerospace & Defense ETF (ITA $242.12)
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kneat.com inc. (KSI $4.12)
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ARK Innovation ETF (ARKK $71.73)
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Axon Enterprise Inc. (AXON $437.35)
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Nebius Group N.V. (NBIS $100.83)
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A & W Food Services of Canada Inc. (AW $36.51)
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!