-
Garmin Ltd. (Switzerland) (GRMN $227.71)
-
BRP Inc. Subordinate Voting Shares (DOO $68.11)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $74.03)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.92)
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!