Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
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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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Lam Research Corporation (LRCX $138.31)
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Royal Bank of Canada (RY $204.19)
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Bank of Nova Scotia (The) (BNS $90.11)
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Suncor Energy Inc. (SU $55.31)
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Sun Life Financial Inc. (SLF $87.60)
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Dollarama Inc. (DOL $175.80)
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Restaurant Brands International Inc. (QSR $96.42)
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Stella-Jones Inc. (SJ $81.39)
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TMX Group Limited (X $50.79)
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Kinaxis Inc. (KXS $181.36)
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Agnico Eagle Mines Limited (AEM $240.49)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
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Savaria Corporation (SIS $21.37)
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BMO S&P 500 Index ETF (ZSP $102.16)
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Cogeco Inc. Subordinate Voting Shares (CGO $60.46)
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Fidelity Canadian Growth Company Fund Series F (FID665 $142.00)
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Topicus.com Inc. (TOI $139.98)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $79.42)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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National Bank of Canada (NA $151.30)
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Granite Real Estate Investment Trust (GRT.UN $76.96)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Waste Connections Inc. (WCN $172.56)
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Canadian Natural Resources Limited (CNQ $30.93)
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Enbridge Inc (ENB $47.52)
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Fortis Inc. (FTS $50.99)
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Toronto Dominion Bank (The) (TD $79.39)
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Royal Bank Of Canada (RY $145.44)
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Brookfield Asset Management Inc Class A Limited (BAM $56.54)
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Core Natural Resources Inc Com (CNR $99.95)
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.82)
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Element Fleet Management Corp. (EFN $36.99)
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Enghouse Systems Limited (ENGH $20.79)
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TMX Group Limited (X $50.79)
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Toromont Industries Ltd. (TIH $159.00)
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TFI International Inc. (TFII $125.62)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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goeasy Ltd. (GSY $158.72)
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TerraVest Industries Inc. (TVK $137.43)
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Propel Holdings Inc. (PRL $25.81)
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
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Loews Corporation (L $102.62)
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Dollarama Inc. (DOL $175.80)
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Intact Financial Corporation (IFC $269.65)
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Metro Inc. (MRU $94.66)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.62)
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Toromont Industries Ltd. (TIH $159.00)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Premium Brands Holdings Corporation (PBH $97.00)
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goeasy Ltd. (GSY $158.72)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.35)
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EQB Inc. (EQB $91.89)
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FirstService Corporation (FSV $184.38)
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Thomson Reuters Corp (TRI $154.68)
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Core Natural Resources Inc Com (CNR $99.95)
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GFL Environmental Inc. Subordinate no par value (GFL $45.62)
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TFI International Inc - Ordinary Shares (TFII $89.40)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.64)
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
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Constellation Software Inc. (CSU $3,955.01)
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Intact Financial Corporation (IFC $269.65)
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Descartes Systems Group Inc. (The) (DSG $136.96)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.64)
Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.
Q: Csu, Atd both are acquisitors,have excellent management and are down sharply from their all time highs
In your opinion which one would provide the best return over the next 3 to 5 years?
In your opinion which one would provide the best return over the next 3 to 5 years?
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Brookfield Renewable Partners L.P. (BEP.UN $37.70)
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TMX Group Limited (X $50.79)
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Toromont Industries Ltd. (TIH $159.00)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Hydro One Limited (H $50.96)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $79.42)
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
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Constellation Software Inc. (CSU $3,955.01)
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TFI International Inc. (TFII $125.62)
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Thomson Reuters Corporation (TRI $217.14)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Propel Holdings Inc. (PRL $25.81)
Q: Can you name 5-10 stocks in the US or Canada that seem to have been unfairly punished this year, or even lately, such that it would be a good time to pick them up. Thanks!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $126.54)
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Constellation Software Inc. (CSU $3,955.01)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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goeasy Ltd. (GSY $158.72)
Q: On Sep 12, 2025 you commented:
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
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Celestica Inc. (CLS $348.21)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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AtkinsRéalis Group Inc. (ATRL $98.58)
Q: Could you name 2 or 3 Canadian company's that have constant high buy backs on their stock this year?
Any you would consider buying?
Thank you.
Any you would consider buying?
Thank you.
Q: Based on it's recent performance is this company a recommended hold or sell?
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Toronto-Dominion Bank (The) (TD $111.51)
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Bank of Nova Scotia (The) (BNS $90.11)
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Constellation Software Inc. (CSU $3,955.01)
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Dollarama Inc. (DOL $175.80)
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Intact Financial Corporation (IFC $269.65)
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WSP Global Inc. (WSP $284.91)
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Descartes Systems Group Inc. (The) (DSG $136.96)
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FirstService Corporation (FSV $259.14)
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Toromont Industries Ltd. (TIH $159.00)
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Thomson Reuters Corporation (TRI $217.14)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
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goeasy Ltd. (GSY $158.72)
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EQB Inc. (EQB $91.89)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.64)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
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Loblaw Companies Limited (L $57.03)
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Dollarama Inc. (DOL $175.80)
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Metro Inc. (MRU $94.66)
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North West Company Inc. (The) (NWC $46.06)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Caseys General Stores Inc. (CASY $561.19)
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?
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Dollarama Inc. (DOL $175.80)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Topicus.com Inc. (TOI $139.98)
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Lumine Group Inc. (LMN $37.45)
Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service
Q: Your thoughts please on the quarter?Thx
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WSP Global Inc. (WSP $284.91)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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Savaria Corporation (SIS $21.37)
Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all
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Costco Wholesale Corporation (COST $946.51)
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Coca-Cola Company (The) (KO $67.51)
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Progressive Corporation (The) (PGR $240.40)
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Xcel Energy Inc. (XEL $80.85)
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Toronto-Dominion Bank (The) (TD $111.51)
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Bank of Nova Scotia (The) (BNS $90.11)
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Sun Life Financial Inc. (SLF $87.60)
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Dollarama Inc. (DOL $175.80)
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Intact Financial Corporation (IFC $269.65)
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Fortis Inc. (FTS $71.58)
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Alimentation Couche-Tard Inc. (ATD $73.09)
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BMO Low Volatility Canadian Equity ETF (ZLB $55.82)
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Hydro One Limited (H $50.96)
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Caseys General Stores Inc. (CASY $561.19)
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Invesco S&P 500 Low Volatility ETF (SPLV $73.00)
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Q: Are you surprised of the performance of the stock since announcing they were no longer pursuing the takeover of Seven & I? There was a sharp uptick in the stock on the first day, but since drafted back to the $70 range again. Is this a continued buying opportunity?