Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.