-
NVIDIA Corporation (NVDA $180.28)
-
Starbucks Corporation (SBUX $85.50)
-
Nike Inc. (NKE $69.08)
-
Kinaxis Inc. (KXS $178.56)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.56)
-
lululemon athletica inc. (LULU $178.29)
-
Real Matters Inc. (REAL $7.60)
-
The Trade Desk Inc. (TTD $53.89)
-
Roku Inc. (ROKU $96.03)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.50)
-
CrowdStrike Holdings Inc. (CRWD $500.11)
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.