ARC
ARCPOINT INC
stock CVE

Since last update:
Out: Enbridge (ENB) --> In: ARC Resources Inc (ARX)
Think there's a lot of room for growth in ARX and buying the dip, plus XEQT has a lot of ENB so I still got that covered for retirement

Out: Ero Copper (ERO) --> In: Torex Gold Resources Inc (TXG)
Realized I'm too paperhanded for copper, was up 24% and went back to 0% within a week
Comments (not that anyone cares):
MDA and CLS continue to prove me wrong on what the top is
TOI and LMN rebounded quickly, as is tradition
BN and ATD decided this week that it was time to pop off
QSR came back to breakeven, WCN still struggling
% of Portfolio | Return % | Name (Ticker)
8.14% | +17.55% | Brookfield Corp. (BN)
7.28% | +10.75% | Fairfax Financial Holdings, Ltd. (FFH)
7.26% | +55.05% | Celestica Inc. (CLS)
6.93% | +12.74% | Topicus.com Inc (TOI)
5.99% | -0.57% | Restaurant Brands International Inc (QSR)
5.81% | +71.91% | MDA Space Ltd. (MDA)
5.58% | +14.06% | Lumine Group Inc (LMN)
5.35% | +26.56% | Bird Construction Inc (BDT)
5.27% | -5.65% | Waste Connections Inc. (CA) Inc. (WCN)
5.21% | +16.37% | Whitecap Resources Inc (WCP)
5.16% | +5.62% | Alimentation-Couche Tard, Inc. (ATD)
5.08% | +9.35% | Dollarama Inc (DOL)
4.12% | +8.36% | Onex Corp. (ONEX)
4.08% | +2.92% | Tamarack Valley Energy Ltd (TVE)
4.01% | +6.38% | TFI International Inc (TFII)
3.96% | -2.13% | Loblaw Cos. Ltd. (L)
3.73% | +0.75% | ARC Resources Ltd (ARX)
3.60% | +8.45% | Dundee Precious Metals Inc. (DPM)
3.45% | -1.64%% | Torex Gold Resources Inc (TXG)

Sector Allocation:
Industrials - 20.40%
Financials - 19.38%
Information Technology - 18.79%
Energy - 12.91%
Consumer Discretionary - 11.08%
Consumer Staples - 10.31%
Materials - 7.12%

Since last update:
Out: Enbridge (ENB) --> In: ARC Resources Inc (ARX)
Think there's a lot of room for growth in ARX and buying the dip, plus XEQT has a lot of ENB so I still got that covered for retirement

Out: Ero Copper (ERO) --> In: Torex Gold Resources Inc (TXG)
Realized I'm too paperhanded for copper, was up 24% and went back to 0% within a week
Comments (not that anyone cares):
MDA and CLS continue to prove me wrong on what the top is
TOI and LMN rebounded quickly, as is tradition
BN and ATD decided this week that it was time to pop off
QSR came back to breakeven, WCN still struggling
% of Portfolio | Return % | Name (Ticker)
8.14% | +17.55% | Brookfield Corp. (BN)
7.28% | +10.75% | Fairfax Financial Holdings, Ltd. (FFH)
7.26% | +55.05% | Celestica Inc. (CLS)
6.93% | +12.74% | Topicus.com Inc (TOI)
5.99% | -0.57% | Restaurant Brands International Inc (QSR)
5.81% | +71.91% | MDA Space Ltd. (MDA)
5.58% | +14.06% | Lumine Group Inc (LMN)
5.35% | +26.56% | Bird Construction Inc (BDT)
5.27% | -5.65% | Waste Connections Inc. (CA) Inc. (WCN)
5.21% | +16.37% | Whitecap Resources Inc (WCP)
5.16% | +5.62% | Alimentation-Couche Tard, Inc. (ATD)
5.08% | +9.35% | Dollarama Inc (DOL)
4.12% | +8.36% | Onex Corp. (ONEX)
4.08% | +2.92% | Tamarack Valley Energy Ltd (TVE)
4.01% | +6.38% | TFI International Inc (TFII)
3.96% | -2.13% | Loblaw Cos. Ltd. (L)
3.73% | +0.75% | ARC Resources Ltd (ARX)
3.60% | +8.45% | Dundee Precious Metals Inc. (DPM)
3.45% | -1.64%% | Torex Gold Resources Inc (TXG)

Sector Allocation:
Industrials - 20.40%
Financials - 19.38%
Information Technology - 18.79%
Energy - 12.91%
Consumer Discretionary - 11.08%
Consumer Staples - 10.31%
Materials - 7.12%