Q: I’m looking at a more concentrated portfolio. Thinking of selling Stella Jones and adding to my existing position in ATD.A. Do you see more growth in ATD.A over the next 5 years?
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Stella-Jones Inc. (SJ)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks
Q: Hi guys. Read your report back in July about Stella Jones (A- rating) What are your current thoughts on SJ as a long term hold for materials exposure? I currently own in an RRSP. Anything you would suggest as a better company to replace SJ with in that sector and why you would do so?
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