-
NVIDIA Corporation (NVDA $189.77)
-
Starbucks Corporation (SBUX $97.34)
-
Nike Inc. (NKE $65.31)
-
Kinaxis Inc. (KXS $123.64)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.92)
-
lululemon athletica inc. (LULU $187.35)
-
Real Matters Inc. (REAL $6.12)
-
The Trade Desk Inc. (TTD $25.19)
-
Roku Inc. (ROKU $89.06)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.87)
-
CrowdStrike Holdings Inc. (CRWD $388.91)
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.