Review of A&W Revenue Royalties Income Fund

Q: When do these companies next report and what are expectations? Can you list which companies you would dispose of first, second ... etc

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Q: What do you think of lif at this time. I am thinking of selling it and buying aw.un. What do you think of this.