Likes the US financials here. Trading at 13x, with a 20% earnings growth rate. Decent valuation. 1.5x price to book.

A great name long-term. Data usage is doubling in the US every 2 years. They'll constantly need to upgrade. EMs will also need massive investment to upgrade from 4G to 5G. Visibility of revenues is strong. At a bit of a premium.

(A Top Pick Jun 09/20, Up 33%) Outperformed the broader TSX. Will continue to do well as vaccines roll out for the next 12 months. Solid balance sheet. Higher octane stock, expect some turbulence.

(A Top Pick Jun 09/20, Up 21%) Performed well during the pandemic, fell off with the rotation to cyclicals, and now rebounding. Long-term, a great company. Leader in efficient real estate use. Trades at a premium 35x earnings, with a 10% growth rate. A premium name.

(A Top Pick Jun 09/20, Up 28%) The exchange, plus market data. Recurring, organic revenues. 24x earnings, with a 7% growth rate. Getting a bit expensive, so he's trimming. Long-term, a good name.

He owns FB, GOOGL, and NFLX. Avoided Apple as it's underperformed since September due to rotation. Right now, its future is more muted with 5% revenue growth and 9% earnings growth over the next several years. It pales compared to the others. Its future depends on how it can expand services.

With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.