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                             Canadian National Railway Company (CNR $130.55) Canadian National Railway Company (CNR $130.55)
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                             Stantec Inc. (STN $156.37) Stantec Inc. (STN $156.37)
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                             NFI Group Inc. (NFI $13.86) NFI Group Inc. (NFI $13.86)
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                             Badger Infrastructure Solutions Ltd. (BDGI $72.81) Badger Infrastructure Solutions Ltd. (BDGI $72.81)
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                             Savaria Corporation (SIS $21.90) Savaria Corporation (SIS $21.90)
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                             K-Bro Linen Inc. (KBL $37.74) K-Bro Linen Inc. (KBL $37.74)
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                             Exchange Income Corporation (EIF $76.75) Exchange Income Corporation (EIF $76.75)
            Q: Hi Peter and Team,
In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
    In our combined portfolio, we hold the following Industrials: BAD, EIF, KBL, NFI, SIS, and STN. In this group, we're frustrated with EIF and are just breaking when considering its healthy dividend. I like your idea of "forever" stocks and note that CNR is your pick in this sector. My questions are: Given that all of the above (with the exception of EIF) are performing well, would you be OK with replacing EIF with CNR, or perhaps you have a better suggestion? Are there too many Industrials in our portfolio and is it time to exit one or more of the group?
As always, your advice is greatly appreciated and valued.
 
                             
                             
                    