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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Methanex Corporation (MX)
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Nutrien Ltd. (NTR)
Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?