Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.

Q: After a quiet year, P&C Insurance stocks are showing some buyers' interest, over past 2 months. We sold IFC and FFH positions, late last year. Do you think, the sector is showing some strength and it is a good time to re enter ?

If Yes, what would be your preferred route- Fairfax or Intact and why ?

In my personal view, Fairfax stock has shown remarkable resilience vis-a-vis Intact and Co is more diversified, with several interesting investments like Foran mining, Orla mining etc and potential for more similar investments. ( They sold their position in Eurobank ).

Thank You

Q: Hi Folks,
I am looking at adding to my holdings of IFC or WCN in my TFSA. May I have your opinion as to which one would be the best today.
Thanks