Q: Hello, with the overall stock market reflecting a historically high valuation I would like to rotate some of my profits into a few safer names, ideally with relatively lower down-side risk and/or that pays a healthy dividend so I can receive some income in he interim. I appreciate that trying to time the market carries its own risks i.e. it could take a while. What names would you recommend?

Q: thinking of new position in CP...pros and cons of this company?...what effect would tariffs have in revenues and profits? should i buy US or CDN dollars? many thanks

Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?