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5i Recent Questions
- Canadian National Railway Company (CNR)
- Constellation Software Inc. (CSU)
- TMX Group Limited (X)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR
CSU
BN
ATD
X
CNR
- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Team - for my RRSP I have cash for a full position, or 2 partials, and based on portfolio analyzer I am under weight on Utilities and Consumer Defensive. Are conditions decent to enter those areas now, and what would be your top 3 in each area. Bonus points for options that increase global exposure since I’m also needed some international exposure.
- ATS Corporation (ATS)
- Alimentation Couche-Tard Inc. (ATD)
- Quebecor Inc. Class A Multiple Voting Shares (QBR.A)
Q: Thinking about selling ATD (50% gain ) and entering ATS and QBR.
Your thoughts are appreciated. Thank you.
TOM
Your thoughts are appreciated. Thank you.
TOM
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