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Garmin Ltd. (Switzerland) (GRMN $230.91)
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BRP Inc. Subordinate Voting Shares (DOO $78.87)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.05)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.36)
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!