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Canadian National Railway Company (CNR)
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Methanex Corporation (MX)
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Stella-Jones Inc. (SJ)
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TFI International Inc. (TFII)
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Badger Infrastructure Solutions Ltd. (BDGI)
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Russel Metals Inc. (RUS)
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.