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NFI Group Inc. (NFI $18.44)
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Parkland Corporation (PKI $38.29)
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Kinaxis Inc. (KXS $194.32)
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Agnico Eagle Mines Limited (AEM $185.95)
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Open Text Corporation (OTEX $44.47)
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Pan American Silver Corp. (PAAS $43.22)
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Alimentation Couche-Tard Inc. (ATD $70.31)
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Premium Brands Holdings Corporation (PBH $95.35)
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Knight Therapeutics Inc. (GUD $6.43)
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Savaria Corporation (SIS $20.72)
Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).