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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: The following stocks have fallen below 1% in my portfolio.
From your previous answers/responses I assume it is best not to add to these?
Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.
They are all in registered accounts so no tax losses.
As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?
Thanks.
From your previous answers/responses I assume it is best not to add to these?
Since they are under 1% is it best to sell, or is it best to stay the course and see if they recover over time.
They are all in registered accounts so no tax losses.
As well I have very small position in BAM due to the split. I have added to BN. Should I just let the small position ride or is it best to sell and add to BN or something else?
Thanks.
5i Research Answer:
While NVEI's recent results were encouraging, we would not yet add to it or ATZ. We would OK selling LSPD as a portfolio clean up trade. The others we think can be held. We think BAM is attractive, but BN is more growth-focused. For growth oriented accounts, we would be comfortable with a BAM to BN shift.