• Constellation Software Inc. (CSU)
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• Intact Financial Corporation (IFC)
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• WSP Global Inc. (WSP)
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• Agnico Eagle Mines Limited (AEM)
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• Alimentation Couche-Tard Inc. (ATD)
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• Balanced Equity Portfolio (BEPORT)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Lumine Group Inc. (LMN)
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Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!

Upvote 8

Read Answer Asked by Chris on April 26, 2024

• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?

Upvote 7

Read Answer Asked by Stephen on April 23, 2024

• Adobe Inc. (ADBE)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Tractor Supply Company (TSCO)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Visa Inc. (V)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Intact Financial Corporation (IFC)
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• TMX Group Limited (X)
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• Thomson Reuters Corporation (TRI)
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• Alimentation Couche-Tard Inc. (ATD)
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• Hydro One Limited (H)
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• Old Dominion Freight Line Inc. (ODFL)
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• Berkshire Hathaway Inc. (BRK.B)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Upvote 55

Read Answer Asked by Ben on April 22, 2024