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Review of Telus International

JUL 08, 2021 - TIXT recently went public and stands out as a solid technology name to own in Canada in our view. The profitability, target market tailwinds and management experience give us confidence in the company’s ability to perform in a competitive market. Rating initiated at 'A-'.

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Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Read Answer Asked by Grant on June 13, 2022

Q: Hi there, I am a big fan of your Balanced Equity Portfolio. I like the more growth oriented names in it and was wondering if you were to swap out the less growth names for names that have a little more risk but for higher return, which would you swap and for what names? Thanks!

Read Answer Asked by Michael on May 20, 2022
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