Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?

Q: I’ve recently subscribed to 5i, and appreciate all the good information that you have on your website.

A question: how do you choose which stocks to research and which to not research? In your model portfolios, you have included a number of big-name stocks (BCE, L, TD, BN, amongst others) that aren’t rated. I understand they are included in your model portfolios to provide sector diversification, but would I be correct to infer that if you rated them they wouldn’t likely be “A” stocks?

A somewhat related question: your Income Model Portfolio includes BCE, CNQ, FTS, H and TD (amongst others), all non-rated, but your Balanced Equity Model Portfolio does not. Does this mean that although you view these stocks as being good dividend-payers, you also think they have limited upside?

Thanks

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.