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GE Aerospace (GE $314.44)
- $314.44 P/E (TTM): 43.73X Cap: $341.37B
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GE Aerospace (GE $314.44)
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JPMorgan Chase & Co. (JPM $329.79)
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Royal Bank of Canada (RY $235.03)
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BCE Inc. (BCE $32.91)
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Loblaw Companies Limited (L $61.04)
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Sun Life Financial Inc. (SLF $86.85)
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Exchange Income Corporation (EIF $88.01)
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Hydro One Limited (H $54.21)
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Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Thank you for your work and please deduct as many credits as you see fit.
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Costco Wholesale Corporation (COST $915.31)
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Alphabet Inc. (GOOG $326.01)
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Microsoft Corporation (MSFT $478.11)
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GE Aerospace (GE $314.44)
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- View GE Profile
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Eli Lilly and Company (LLY $1,085.19)
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Walmart Inc. (WMT $113.07)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,575.21)
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Constellation Software Inc. (CSU $3,311.96)
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ARC Resources Ltd. (ARX $23.25)
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Tourmaline Oil Corp. (TOU $58.54)
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Celestica Inc. (CLS $399.90)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.44)
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goeasy Ltd. (GSY $136.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $125.25)
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INVESCO QQQ Trust (QQQ $620.47)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.86)
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Boyd Group Services Inc. (BYD $215.55)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.48)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $74.50)
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Lumine Group Inc. (LMN $26.10)
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GE Vernova Inc. (GEV $628.40)
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Alphabet CDR (CAD Hedged) (GOOG $52.79)
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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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Caterpillar Inc. (CAT $608.13)
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GE Aerospace (GE $314.44)
- $314.44 P/E (TTM): 43.73X Cap: $341.37B
- View GE Profile
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Eli Lilly and Company (LLY $1,085.19)
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Parker-Hannifin Corporation (PH $906.47)
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Finning International Inc. (FTT $76.26)
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Badger Infrastructure Solutions Ltd. (BDGI $74.91)
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Flex Ltd. (FLEX $60.38)
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Curtiss-Wright Corporation (CW $582.61)
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RTX Corporation (RTX $187.17)
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GE Vernova Inc. (GEV $628.40)
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Howmet Aerospace Inc. (HWM $210.02)
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Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.
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