Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon

Q: I recently sold BYD for a tax loss and used MNRO as a proxy - would you keep the proxy, even though BYD has increased in value slightly or buy back BYD? Long term horizon...
Thanks for your service!

Q: Would you have a proxy for BYD (to claim a tax loss) which has dropped just as much and would rebound once the market improves, within the industrial sector?

Thanks for your service