- Garmin Ltd. (Switzerland) (GRMN)
- BRP Inc. Subordinate Voting Shares (DOO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!