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Eli Lilly and Company (LLY $1,075.47)
- $1,075.47 P/E (TTM): 52.62X Cap: $1.01T
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Eli Lilly and Company (LLY $1,075.47)
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Amazon.com Inc. (AMZN $233.22)
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Meta Platforms Inc. (META $647.95)
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Alphabet Inc. (GOOG $320.12)
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Intuitive Surgical Inc. (ISRG $573.48)
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NVIDIA Corporation (NVDA $177.00)
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Salesforce Inc. (CRM $230.54)
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Eli Lilly and Company (LLY $1,075.47)
- $1,075.47 P/E (TTM): 52.62X Cap: $1.01T
- View LLY Profile
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United Rentals Inc. (URI $815.18)
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Dollarama Inc. (DOL $199.95)
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Intact Financial Corporation (IFC $285.40)
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WSP Global Inc. (WSP $244.45)
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Global X S&P 500 Index Corporate Class ETF (HXS $98.54)
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Axon Enterprise Inc. (AXON $540.14)
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Sonida Senior Living Inc Com (New) (CSU)
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Enbridge Inc (ENB $48.78)
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Agnico Eagle Mines Limited (AEM $174.03)
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Shopify Inc. (SHOP $158.64)
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Brookfield Asset Management Inc Class A Limited (BAM $52.74)
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Hyatt Hotels Corporation Class A (H $164.39)
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RTX Corporation (RTX $174.91)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.98)
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Lumine Group Inc. (LMN $31.30)
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Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
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Costco Wholesale Corporation (COST $913.59)
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Alphabet Inc. (GOOG $320.12)
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Microsoft Corporation (MSFT $492.01)
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GE Aerospace (GE $298.45)
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Eli Lilly and Company (LLY $1,075.47)
- $1,075.47 P/E (TTM): 52.62X Cap: $1.01T
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Walmart Inc. (WMT $110.51)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,406.33)
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Constellation Software Inc. (CSU $3,382.25)
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ARC Resources Ltd. (ARX $25.01)
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Tourmaline Oil Corp. (TOU $64.32)
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Celestica Inc. (CLS $480.11)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
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goeasy Ltd. (GSY $140.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.50)
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INVESCO QQQ Trust (QQQ $619.25)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.70)
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Boyd Group Services Inc. (BYD $234.19)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.98)
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- View BN Profile
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.59)
- $73.59 P/E (TTM): 32.61X Cap: $118.53B
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Lumine Group Inc. (LMN $31.30)
- $31.30 P/E (TTM): 117.54X Cap: $8.03B
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GE Vernova Inc. (GEV $599.77)
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- View GEV Profile
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Alphabet CDR (CAD Hedged) (GOOG $51.97)
- $51.97 P/E (TTM): 39.82X Cap: $5.40T
- View GOOG Profile
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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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