Q: First of all I would like to ask do you like this segment going forward into the world of tariffs.

I currently own ATZ in my registered account and am up marginally.

If you do like the segment forward looking do you like ATZ or TJX better?

If you don't like this segment vs other opportunities what would you put the ATZ money into?

With thanks


Sheldon

Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.