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Q: Can you provide what% of business for BN is ex-Canada.?Also a viewpoint on how the company will fare in this potential tariff situation?
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Constellation Software Inc. (CSU)
- Cellebrite DI Ltd. (CLBT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If you could only buy 5 stocks today in North America what are they and why?
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Mid-20’s investor looking for your top 3 Canadian and top 3 US “buy and forget” compounders, regardless of sector, for a long-term hold within a TFSA. Can you please rank from 1 (highest confidence) to 6. Looking for companies that I can periodically but continually add to over time without worrying about having to be a “trader” and move into and out of positions as trends, themes and market momentum shift. I already have BN and NVDA (both of which may have been candidates for your top 6 list). Would this list be any different had the question been asked a week ago – before all the DeepSeek anxiety? Thanks.
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