Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?

Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris

Q: Of the small cap stocks listed above which ones are the most seriously negatively impacted by tariffs and could be affected existentially?

Which ones do you feel by the construct of their businesses and segements they compete in will survive ?