- Canadian National Railway Company (CNR)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- Heico Corporation (HEI)
Q: I hold the above stocks as the industrial portion of my portfolio. I try to keep my portfolio under 28 stocks and your recent comments on your "cooling" to SIS has me contemplating a change. I am trying to decide if I am best served from a diversification standpoint to go with TFII (or too much like CNR?), go with a more of a manufacturing name (ATA, TT), sell SIS and spread the proceeds among the three remaining stocks or as another alternative, might you even consider selling CNR and SIS and replacing both with the names I have suggested (or any others you might add).
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.