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ADF Group Inc. Subordinate Voting Shares (DRX $9.00)
- $9.00 P/E (TTM): 8.91X Cap: $258M
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BRP Inc. Subordinate Voting Shares (DOO $86.11)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.00)
- $9.00 P/E (TTM): 8.91X Cap: $258M
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Q: Hi team,
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
I’m revisiting my portfolio. Would you be kind enough to review DOO and DRX. Not so popular stocks these days but considering adding to both. Thanks.
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Constellation Software Inc. (CSU $2,555.22)
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Descartes Systems Group Inc. (The) (DSG $96.12)
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TFI International Inc. (TFII $138.53)
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Kinaxis Inc. (KXS $135.37)
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Thomson Reuters Corporation (TRI $128.17)
- $128.17 P/E (TTM): 29.02X Cap: $58.10B
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TerraVest Industries Inc. (TVK $140.48)
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EQB Inc. (EQB $109.86)
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Kraken Robotics Inc. (PNG $10.19)
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Real Matters Inc. (REAL $5.76)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.00)
- $9.00 P/E (TTM): 8.91X Cap: $258M
- View DRX Profile
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Topicus.com Inc. (TOI $98.93)
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Brookfield Corporation Class A Limited Voting Shares (BN $54.48)
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Lumine Group Inc. (LMN $24.22)
- $24.22 P/E (TTM): 95.46X Cap: $6.38B
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Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.
Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.
Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.
Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.
Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.
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Constellation Software Inc. (CSU $2,555.22)
- $2,555.22 P/E (TTM): 77.81X Cap: $54.99B
- View CSU Profile
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ADF Group Inc. Subordinate Voting Shares (DRX $9.00)
- $9.00 P/E (TTM): 8.91X Cap: $258M
- View DRX Profile
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MDA Space Ltd. (MDA $44.40)
- $44.40 P/E (TTM): 51.05X Cap: $5.52B
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Q: Just sold in our joint account for tax loss can I buy back in an individual account before 30 days and still claim the tax loss jointly?
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