Q: I am looking for diversification away from the Canadian market; many sectors have obvious choices whereas others do not. In Industrials, would you recommend Precision Castparts (PCP), Colfax (CFX) or another name? In healthcare, would you recommend something like JNJ even though it is enormous or have valuations in this sector been stretched? JNJ gives you some consumer staples exposure. My time horizon is 20 years. Again, I am looking for diversification away from what we have access to in Canada. Thanks for the great help!