-
Eli Lilly and Company (LLY $819.38)
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Constellation Software Inc. (CSU $3,855.64)
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TFI International Inc. (TFII $133.96)
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Thomson Reuters Corporation (TRI $219.75)
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goeasy Ltd. (GSY $163.37)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.75)
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Texas Pacific Land Corporation (TPL $938.18)
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Murphy USA Inc. (MUSA $379.57)
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Deckers Outdoor Corporation (DECK $99.06)
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Propel Holdings Inc. (PRL $25.97)
Q: Good Day,
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James
With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?
It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?
Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?
No need for megacap names, I'm well represented there.
Thanks!
James