- Park Lawn Corporation (PLC)
- Costco Wholesale Corporation (COST)
- Morgan Stanley (MS)
- Royal Bank of Canada (RY)
- Sun Life Financial Inc. (SLF)
- TMX Group Limited (X)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- lululemon athletica inc. (LULU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Cencora Inc. (COR)
- Trisura Group Ltd. (TSU)
- Celsius Holdings Inc. (CELH)
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?
As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.