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Canadian National Railway Company (CNR $138.55)
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Constellation Software Inc. (CSU $2,434.02)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.19)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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TMX Group Limited (X $45.42)
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Thomson Reuters Corporation (TRI $120.18)
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goeasy Ltd. (GSY $131.36)
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KKR & Co. Inc. (KKR $103.20)
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Novo Nordisk A/S (NVO $47.64)
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Canadian General Investments Limited (CGI $47.75)
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Apollo Global Management Inc. (APO $133.03)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.47)
- $30.47 Cap: $19.99B
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Topicus.com Inc. (TOI $94.72)
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Cellebrite DI Ltd. (CLBT $14.17)
- $14.17 Cap: $3.39B
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Propel Holdings Inc. (PRL $25.05)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
- $61.71 P/E (TTM): 87.21X Cap: $138.55B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
- $67.75 P/E (TTM): 30.31X Cap: $109.12B
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Lumine Group Inc. (LMN $20.00)
- $20.00 P/E (TTM): 76.45X Cap: $5.13B
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Intuitive Surgical CDR (CAD Hedged) (ISRG)
- P/E (TTM): 74.53X
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Blackstone CDR (CAD Hedged) (BX $16.43)
- $16.43 P/E (TTM): 35.04X Cap: $142.98B
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Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:
1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks
1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.47)
- $30.47 Cap: $19.99B
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Brookfield Renewable Corporation Class A Subordinate (BEPC $41.95)
- $41.95 Cap: $14.23B
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Q: I own both BEP and BEPC in my US Dollar TFSA.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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GE Aerospace (GE $321.00)
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Eli Lilly and Company (LLY $1,058.18)
- $1,058.18 P/E (TTM): 49.94X Cap: $1T
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Walmart Inc. (WMT $131.18)
- $131.18 Cap: $1.04T
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,337.10)
- $2,337.10 P/E (TTM): 7.72X Cap: $49.84B
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Constellation Software Inc. (CSU $2,434.02)
- $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
- View CSU Profile
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ARC Resources Ltd. (ARX $22.83)
- $22.83 P/E (TTM): 6.29X Cap: $13.14B
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Tourmaline Oil Corp. (TOU $62.66)
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Celestica Inc. (CLS $419.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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INVESCO QQQ Trust (QQQ $609.65)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.47)
- $30.47 Cap: $19.99B
- View BEP Profile
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Boyd Group Services Inc. (BYD $242.94)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
- $61.71 P/E (TTM): 87.21X Cap: $138.55B
- View BN Profile
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
- $67.75 P/E (TTM): 30.31X Cap: $109.12B
- View BAM Profile
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Lumine Group Inc. (LMN $20.00)
- $20.00 P/E (TTM): 76.45X Cap: $5.13B
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GE Vernova Inc. (GEV $779.35)
- $779.35 P/E (TTM): 119.73X Cap: $210.05B
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Alphabet CDR (CAD Hedged) (GOOG $52.28)
- $52.28 P/E (TTM): 41.21X Cap: $5.34T
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Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
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