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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
Q: As Trump’s inauguration approaches and our government falters it appears increasingly likely that the risk of tariffs is not zero. Yet Canadian markets don’t seem concerned. Do you have any guidance current Canadian equity holdings? The answer to these problems is usually to do nothing but it looks as though there is potential for serious market disruption.
Within your portfolio recommendations (my largest would be Tfii, gsy, shop, mg, byd ) do you see companies that are high risk of significant harm?
Within your portfolio recommendations (my largest would be Tfii, gsy, shop, mg, byd ) do you see companies that are high risk of significant harm?