Review of Descartes Systems Group

Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.

Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.

Q: I have cash for either a tech or an industrial. Which would be more likely to offer better growth over 2 or 3 years? Thanks for your insight.

Harv