• Axon Enterprise Inc. (AXON)
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• Curtiss-Wright Corporation (CW)
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• Comfort Systems USA Inc. (FIX)
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• Construction Partners Inc. (ROAD)
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• Sterling Infrastructure Inc. (STRL)
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• IES Holdings Inc. (IESC)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Trane Technologies plc (TT)
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Celestica Inc. (CLS)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• IES Holdings Inc. (IESC)
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Q: You mentioned that Cls as high risk ,would you consider Hammond at the same level? And if not for tax loss which one is a better hold or what would be a better alternative to swap for Hammond if tax loss is prefered?Tks.Larry

Upvote 6

Read Answer Asked by Larry on April 14, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• IES Holdings Inc. (IESC)
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Q: I'm down 34% in my cash account. Do you have feel selling and picking up a proxy for 30 days makes sense? If so, can you suggest one?

Upvote 4

Read Answer Asked by Don on April 14, 2025