Q: I have the following securities in what I consider a balanced portfolio. The fixed income portion doesn’t show here because it consists of OAS. CCP. Plus two other pensions.
I’m thinking of sell part position in MMX ( small loss);and ARE to realize a capital loss while at the same time raising some cash for the next pullback. I like TFII . We need to keep the food chain moving. Trucking an important part . The other is cargo jet. Am I on the right track . Your opinion. Or would you look elsewhere given the current holdings.

Q: Would you recommend a particular company as a proxy for WSP?

Thank you.

Q: During the financial crisis, there were companies trading at or near their cash value. Do you see any companies trading near their cash value? Is it possible to make a list for us? Thanks