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  5. ADW.A: hi. [Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares]
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Investment Q&A

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Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris
Asked by chris on June 24, 2023
5i Research Answer:

We think CSW, with its debt-free balance sheet, looks better today for potential gains. That being said, these stocks do not move dramatically, and we do not think either is a 'must own' stock. Thus, we would be fine with a tax loss sale and then simply re-considering strategies after 30 days.