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Enbridge Inc. (ENB)
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Pembina Pipeline Corporation (PPL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Capital Power Corporation (CPX)
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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Brookfield Property Partners L.P. (BPY.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Exchange Income Corporation (EIF)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Antibe Therapeutics Inc. (ATE)
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Vanguard S&P 500 (VOO)
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Vanguard Div Appreciation (VIG)
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Real Matters Inc. (REAL)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
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Boyd Group Services Inc. (BYD)
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B2Gold Corp (Canada) (BTG)
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Read Answer-
Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Algonquin Power & Utilities Corp. (AQN)
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CAE Inc. (CAE)
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Capital Power Corporation (CPX)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hello team,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Atlassian Corporation Plc (TEAM)
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DocuSign Inc. (DOCU)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
