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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Stella-Jones Inc. (SJ)
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Boyd Group Income Fund (BYD.UN)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)