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Manulife Financial Corporation (MFC $42.49)
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Wheaton Precious Metals Corp. (WPM $132.16)
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Thomson Reuters Corporation (TRI $246.86)
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iShares S&P/TSX SmallCap Index ETF (XCS $25.30)
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Choice Properties Real Estate Investment Trust (CHP.UN $14.64)
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Nutrien Ltd. (NTR $80.05)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $39.37)
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Boyd Group Services Inc. (BYD $224.13)
Q: Hi Peter and 5i Team,
I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.
As always, thanks for your insight.
I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.
As always, thanks for your insight.
Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.
Q: May I have your comments on Nutrien’s earnings?