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Intact Financial Corporation (IFC $273.32)
- $273.32 P/E (TTM): 23.36X Cap: $49.23B
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Royal Bank of Canada (RY $218.64)
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Bank of Nova Scotia (The) (BNS $98.08)
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Sun Life Financial Inc. (SLF $80.70)
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TELUS Corporation (T $18.55)
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Constellation Software Inc. (CSU $3,293.42)
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Dollarama Inc. (DOL $197.42)
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Intact Financial Corporation (IFC $273.32)
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Fortis Inc. (FTS $71.29)
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Descartes Systems Group Inc. (The) (DSG $115.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
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Savaria Corporation (SIS $21.30)
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Galaxy Digital Inc. Class A common stock (GLXY $37.74)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.88)
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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.
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.
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Amazon.com Inc. (AMZN $232.38)
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Meta Platforms Inc. (META $639.60)
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Alphabet Inc. (GOOG $320.62)
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Intuitive Surgical Inc. (ISRG $569.71)
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NVIDIA Corporation (NVDA $179.59)
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Salesforce Inc. (CRM $238.72)
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Eli Lilly and Company (LLY $1,033.56)
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United Rentals Inc. (URI $813.66)
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Dollarama Inc. (DOL $197.42)
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Intact Financial Corporation (IFC $273.32)
- $273.32 P/E (TTM): 23.36X Cap: $49.23B
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WSP Global Inc. (WSP $244.33)
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Global X S&P 500 Index Corporate Class ETF (HXS $98.60)
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Axon Enterprise Inc. (AXON $543.55)
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Sonida Senior Living Inc Com (New) (CSU)
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Enbridge Inc (ENB $47.75)
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Agnico Eagle Mines Limited (AEM $169.18)
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Shopify Inc. (SHOP $160.00)
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Brookfield Asset Management Inc Class A Limited (BAM $53.07)
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Hyatt Hotels Corporation Class A (H $161.28)
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RTX Corporation (RTX $168.45)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.88)
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Lumine Group Inc. (LMN $26.78)
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Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
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Loblaw Companies Limited (L $60.84)
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Intact Financial Corporation (IFC $273.32)
- $273.32 P/E (TTM): 23.36X Cap: $49.23B
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TMX Group Limited (X $50.72)
- $50.72 P/E (TTM): 30.91X Cap: $14.10B
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Alimentation Couche-Tard Inc. (ATD $73.21)
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GFL Environmental Inc. subordinate voting shares (GFL $62.65)
- $62.65 Cap: $22.49B
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Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.
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