Q: Good afternoon,

I have held DOL since January 2018 and since that time, overall, I am down about 3%. I have somewhat lost patience with it as many of my other names have done well during that period.

What are your current thoughts on DOL and it's future over the next 3-5 years? If I was to sell it, what are some more larger (market cap) stocks that you like for a mix of balance and growth that aren't tech? I was thinking possibly BAM.A, TFII or BOYD as some candidates.

Thanks.

Q: Thank you for your recent stock screener for Low Beta stocks, very helpful analysis.
With respect to Dollarama, the 5 year ROE number was staggering, any explanation?
Thanks, Brian

Q: What is your opinion of Dollarama, is it a buy, hold or sell - is the dividend safe?