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Loblaw Companies Limited (L $53.76)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.38)
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Nutrien Ltd. (NTR $77.76)
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Tantalus Systems Holding Inc. (GRID $3.19)
Q: Regarding your recent portfolio changes:
- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?
- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)
- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?
- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?
- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)
- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?