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NVIDIA Corporation (NVDA $183.14)
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Canadian Natural Resources Limited (CNQ $66.17)
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WSP Global Inc. (WSP $222.56)
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Celestica Inc. (CLS $361.28)
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Kinaxis Inc. (KXS $135.94)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.94)
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goeasy Ltd. (GSY $35.02)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.73)
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iShares U.S. Aerospace & Defense ETF (ITA $231.49)
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kneat.com inc. (KSI $3.57)
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ARK Innovation ETF (ARKK $70.64)
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Axon Enterprise Inc. (AXON $499.40)
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Nebius Group N.V. (NBIS $108.04)
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A & W Food Services of Canada Inc. (AW $36.35)
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!