Q: Good afternoon. If currency were not an issue, which company would you prefer for a new position, Park Lawn or Carriage Services Inc.
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Park Lawn Corporation (PLC)
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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TFI International Inc. (TFII)
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Alaris Equity Partners Income Trust (AD.UN)
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Leon's Furniture Limited (LNF)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Real Matters Inc. (REAL)
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Wecommerce Holdings Ltd. (WE)
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Topicus.com Inc. (TOI)
Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.
Thank you
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Thank you.