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Loblaw Companies Limited (L)
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TELUS Corporation (T)
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Dollarama Inc. (DOL)
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Cineplex Inc. (CGX)
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Boyd Group Income Fund (BYD.UN)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
Q: It’s becoming increasingly clear Canada is facing challenges on many economic fronts from increasing regulatory burdens, inability to attract foerign capital and sub-national debt at the provincial level. Given that these, among many other, factors make Canada a questionable destination for investment, I’m wondering about your take on what this means going forward. Apart from an increased international focus, are there some Canadian companies doing business in Canada you feel can benefit from a potentially deteriorating economic scenario in Canada. I've recently taken a position in GSY and am considering DOL. Your thoughts on these and other suggestions would be greatly appreciated.