Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon

Q: Looking to add to staples. 1. Currently have COST and would be willing to add - at what price? 2. Please advise which Food and Beverage staples you would recommend based GARP/ total return. 3. For personal services, again on GARP/ total return how would you advise. Names listed simply for illustrative purposes, please advise with rationale for selection.
Thank you.

Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..