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CAE Inc. (CAE)
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Boyd Group Income Fund (BYD.UN)
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BRP Inc. Subordinate Voting Shares (DOO)
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Exco Technologies Limited (XTC)
Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.