Q: I was about to buy a full position in X. No current exposure. Has anything change at the company in view of recent weakness?
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Q: Hello. Can you please comment on the TMX Group results released last night. Do you think it is a good time to buy?
You guys do great work! Thanks
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Park Lawn Corporation (PLC)
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Costco Wholesale Corporation (COST)
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Morgan Stanley (MS)
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Royal Bank of Canada (RY)
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Sun Life Financial Inc. (SLF)
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TMX Group Limited (X)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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CoreSite Realty Corporation (COR)
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Trisura Group Ltd. (TSU)
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Celsius Holdings Inc. (CELH)
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.