Q: I’ve sold PRL and GSY for tax loss reasons with a plan to rebuy after 30 days. I’m down roughly 30% on both TRI and CRM. Any catalysts you can see in the next 30 days?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Constellation Software Inc. (CSU $3,221.43)
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Celestica Inc. (CLS $431.11)
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Descartes Systems Group Inc. (The) (DSG $111.58)
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TMX Group Limited (X $52.04)
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Thomson Reuters Corporation (TRI $188.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.59)
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goeasy Ltd. (GSY $120.60)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $157.91)
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Kraken Robotics Inc. (PNG $5.26)
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Vitalhub Corp. (VHI $8.93)
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Galaxy Digital Inc. Class A common stock (GLXY $35.52)
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Tantalus Systems Holding Inc. (GRID $3.89)
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MDA Space Ltd. (MDA $21.63)
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Propel Holdings Inc. (PRL $20.79)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
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Lumine Group Inc. (LMN $24.73)
Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
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Constellation Software Inc. (CSU $3,221.43)
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Descartes Systems Group Inc. (The) (DSG $111.58)
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Thomson Reuters Corporation (TRI $188.65)
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goeasy Ltd. (GSY $120.60)
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Vitalhub Corp. (VHI $8.93)
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WELL Health Technologies Corp. (WELL $3.93)
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Topicus.com Inc. (TOI $125.71)
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Tantalus Systems Holding Inc. (GRID $3.89)
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Cellebrite DI Ltd. (CLBT $18.10)
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BlackSky Technology Inc. Class A (BKSY $12.96)
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Propel Holdings Inc. (PRL $20.79)
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Lumine Group Inc. (LMN $24.73)
Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?
Thanks
Tim
Thanks
Tim
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Apple Inc. (AAPL $267.74)
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Amazon.com Inc. (AMZN $226.13)
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Alphabet Inc. (GOOG $287.06)
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Intuitive Surgical Inc. (ISRG $543.76)
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NVIDIA Corporation (NVDA $182.95)
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Booking Holdings Inc. (BKNG $4,789.97)
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Salesforce Inc. (CRM $232.95)
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JPMorgan Chase & Co. (JPM $299.68)
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Eli Lilly and Company (LLY $1,034.84)
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United Rentals Inc. (URI $808.51)
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Visa Inc. (V $319.89)
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Toronto-Dominion Bank (The) (TD $114.79)
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Enbridge Inc. (ENB $67.26)
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Constellation Software Inc. (CSU $3,221.43)
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Dollarama Inc. (DOL $196.86)
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WSP Global Inc. (WSP $244.65)
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Celestica Inc. (CLS $431.11)
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Thomson Reuters Corporation (TRI $188.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.59)
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Monolithic Power Systems Inc. (MPWR $868.46)
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Axon Enterprise Inc. (AXON $537.45)
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CECO Environmental Corp. (CECO $47.90)
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EnerSys (ENS $133.66)
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Galaxy Digital Inc. Class A common stock (GLXY $35.52)
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CrowdStrike Holdings Inc. (CRWD $519.15)
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Vertiv Holdings LLC Class A (VRT $165.11)
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RTX Corporation (RTX $175.14)
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Robinhood Markets Inc. (HOOD $116.62)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
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Nebius Group N.V. (NBIS $88.62)
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Costco CDR (CAD Hedged) (COST $40.85)
Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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Canadian National Railway Company (CNR $132.59)
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Constellation Software Inc. (CSU $3,221.43)
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Celestica Inc. (CLS $431.11)
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Thomson Reuters Corporation (TRI $188.65)
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goeasy Ltd. (GSY $120.60)
Q: We just opened a TFSA account for my daughter, she is 18.
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
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Constellation Software Inc. (CSU $3,221.43)
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Celestica Inc. (CLS $431.11)
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Thomson Reuters Corporation (TRI $188.65)
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5N Plus Inc. (VNP $19.28)
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TerraVest Industries Inc. (TVK $118.82)
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EQB Inc. (EQB $84.65)
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Kraken Robotics Inc. (PNG $5.26)
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Zedcor Inc. (ZDC $5.68)
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kneat.com inc. (KSI $4.05)
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Galaxy Digital Inc. Class A common stock (GLXY $35.52)
Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris
Chris
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Canadian Pacific Kansas City Limited (CP $98.13)
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Intact Financial Corporation (IFC $285.80)
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Tourmaline Oil Corp. (TOU $59.92)
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TMX Group Limited (X $52.04)
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Thomson Reuters Corporation (TRI $188.65)
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Alimentation Couche-Tard Inc. (ATD $69.65)
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GFL Environmental Inc. subordinate voting shares (GFL $62.23)
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A & W Food Services of Canada Inc. (AW $36.39)
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Thx,
Kevin
Q: What is going on with Thompson Raiders?
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Dollarama Inc. (DOL $196.86)
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Celestica Inc. (CLS $431.11)
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Thomson Reuters Corporation (TRI $188.65)
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TerraVest Industries Inc. (TVK $118.82)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $157.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $98.24)
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Propel Holdings Inc. (PRL $20.79)
Q: I have the following small/mid caps in my portfolio. Can you rate them in term of potential growth in the next 3 years, starting with most preferred to least preferred?
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
High volatility is acceptable and I am not concerned about sector exposure.
Thank you very much.
ATZ
CLS
DOL
HPS.A
PRL
TRI
TVK
Q: How can TRI investors justify a P/e of 42X and a P/b of 5.48X
on 7% to 9% growth projection?
on 7% to 9% growth projection?
Q: please comment on the quarter. Are you comfortable moving from half to a full position here?
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Dollarama Inc. (DOL $196.86)
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Thomson Reuters Corporation (TRI $188.65)
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goeasy Ltd. (GSY $120.60)
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5N Plus Inc. (VNP $19.28)
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kneat.com inc. (KSI $4.05)
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Vitalhub Corp. (VHI $8.93)
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Galaxy Digital Inc. Class A common stock (GLXY $35.52)
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Propel Holdings Inc. (PRL $20.79)
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D2L Inc. Subordinate Voting Shares (DTOL $16.86)
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Q: Which one would you old for long term growth and dividend?
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Eli Lilly and Company (LLY $1,034.84)
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Constellation Software Inc. (CSU $3,221.43)
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TFI International Inc. (TFII $117.27)
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Thomson Reuters Corporation (TRI $188.65)
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goeasy Ltd. (GSY $120.60)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $157.91)
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Texas Pacific Land Corporation (TPL $912.80)
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Murphy USA Inc. (MUSA $359.89)
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Deckers Outdoor Corporation (DECK $83.23)
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Propel Holdings Inc. (PRL $20.79)
Q: Good Day,
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
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Constellation Software Inc. (CSU $3,221.43)
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TFI International Inc. (TFII $117.27)
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Thomson Reuters Corporation (TRI $188.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.59)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.20)
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Q: Hi Team,
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks
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Toronto-Dominion Bank (The) (TD $114.79)
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Bank of Nova Scotia (The) (BNS $94.41)
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Constellation Software Inc. (CSU $3,221.43)
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Thomson Reuters Corporation (TRI $188.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.59)
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?
Thank you
Tim
Thank you
Tim
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Constellation Software Inc. (CSU $3,221.43)
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Intact Financial Corporation (IFC $285.80)
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Thomson Reuters Corporation (TRI $188.65)
Q: I am under water in these three companies, should I keep holding them or should I sell them.
Q: Is this a blue chip company being repriced?
Is this AI disrupting the business case that TRI.ca has enjoyed for many many years?
Is this AI disrupting the business case that TRI.ca has enjoyed for many many years?
Q: We definitely bought TRI at the recent high and ever since TRI seems to be falling .5-1% per day. My husband wants to sell and cut our losses. I think TRI must be close to its bottom. Has there been a fundamental change, or has the sentiment change just been over last quarter’s miss? Your thoughts would be appreciated.