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Alphabet CDR (CAD Hedged) (GOOG $52.26)
- $52.26 P/E (TTM): 40.06X Cap: $5.35T
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Costco Wholesale Corporation (COST $894.68)
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Alphabet Inc. (GOOG $322.09)
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Microsoft Corporation (MSFT $483.16)
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GE Aerospace (GE $283.94)
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Eli Lilly and Company (LLY $1,010.31)
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Walmart Inc. (WMT $115.11)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,321.37)
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Constellation Software Inc. (CSU $3,325.82)
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ARC Resources Ltd. (ARX $26.76)
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Tourmaline Oil Corp. (TOU $65.50)
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Celestica Inc. (CLS $449.52)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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goeasy Ltd. (GSY $123.28)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
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INVESCO QQQ Trust (QQQ $625.48)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.37)
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Boyd Group Services Inc. (BYD $235.46)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.68)
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Lumine Group Inc. (LMN $29.30)
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GE Vernova Inc. (GEV $631.32)
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Alphabet CDR (CAD Hedged) (GOOG $52.26)
- $52.26 P/E (TTM): 40.06X Cap: $5.35T
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Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
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Intuitive Surgical Inc. (ISRG $575.34)
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Procter & Gamble Company (The) (PG $143.45)
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Enbridge Inc. (ENB $66.58)
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Constellation Software Inc. (CSU $3,325.82)
- $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
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Intact Financial Corporation (IFC $274.00)
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WSP Global Inc. (WSP $241.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.78)
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Savaria Corporation (SIS $21.67)
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BMO S&P 500 Index ETF (ZSP $104.11)
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Kraken Robotics Inc. (PNG $6.00)
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Berkshire Hathaway Inc. (BRK.B $504.34)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
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Lumine Group Inc. (LMN $29.30)
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Alphabet CDR (CAD Hedged) (GOOG $52.26)
- $52.26 P/E (TTM): 40.06X Cap: $5.35T
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Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
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GE Aerospace (GE $283.94)
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Walmart Inc. (WMT $115.11)
- $115.11 P/E (TTM): 43.27X Cap: $917.44B
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,321.37)
- $2,321.37 P/E (TTM): 7.69X Cap: $49.51B
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Constellation Software Inc. (CSU $3,325.82)
- $3,325.82 P/E (TTM): 75.52X Cap: $70.47B
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ARC Resources Ltd. (ARX $26.76)
- $26.76 P/E (TTM): 6.62X Cap: $15.40B
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WSP Global Inc. (WSP $241.70)
- $241.70 P/E (TTM): 36.15X Cap: $31.56B
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goeasy Ltd. (GSY $123.28)
- $123.28 P/E (TTM): 8.97X Cap: $1.97B
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.78)
- $12.78 P/E (TTM): 92.1X Cap: $145.43B
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.68)
- $73.68 P/E (TTM): 32.65X Cap: $118.67B
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GE Vernova Inc. (GEV $631.32)
- $631.32 P/E (TTM): 102.49X Cap: $171.29B
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Costco CDR (CAD Hedged) (COST $40.46)
- $40.46 P/E (TTM): 49.13X Cap: $548.16B
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Microsoft CDR (CAD Hedged) (MSFT $34.47)
- $34.47 P/E (TTM): 35.42X Cap: $4.96T
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Alphabet CDR (CAD Hedged) (GOOG $52.26)
- $52.26 P/E (TTM): 40.06X Cap: $5.35T
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Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
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