This Montreal-based company has 37 distribution centres in Canada and 31 in the eastern and southern U.S. It has two manufacturing plants in Canada: Cedan Industries Inc., which specializes in making of a wide variety of veneer sheets and edgebanding products, and Menuiserie des Pins Lte., which manufactures components for the window and door industry and a broad selection of decorative moldings.

The stock hit a 52-week high of $43.20 in January. Then Donald Trump was sworn in and the tariff talk, and action, began in earnest. Richelieu imports many of its products so every time a new tariff threat is raised it weighs on the stock. Since the January high, the shares have lost about 17%.

Microsoft is best known for its Windows operating system, which runs about 90% of the world’s personal computers, and its Office suite of applications. Microsoft also owns LinkedIn, Skype, and markets the Xbox gaming system.

AT&T serves more than 110 million wireless subscribers. The company is now a pure telecommunications operation, having disposed of its Warner Media division a few years ago and its stake in DIRECTV earlier this month.

This is a relatively new fund, launched in January 2021. It has $131 million in assets under management and an expense ratio of 0.45%. After a big dip in early April, the fund has been steadily moving higher. But it is still down since the original recommendation.

Nvidia is now a leader in the processor chips used in artificial intelligence (AI) and cloud-based computing applications. These processors run such things as autonomous robots, self-driving cars, and drones. Nvidia is up 19% year-to-date. Split-adjusted, the stock is 915% higher since being recommended four years ago.