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Investment Q&A

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Q: unfortunately you did not answer the previous question in its entirety. ( may not have been clear enough)

I was looking to get guidance on selling some winners and losers (no suggestions were given on the losers)with the goal to buy more CSU,LMN,TOI,(once in a lifetime opportunity or proceed with caution ?

How would you view this strategy and in what order and price would you add to the 3 of them or 2 or 1 as you seen the opportunity

Thanks for your help
Asked by Terence on October 02, 2025
5i Research Answer:

We would be fine buying CSU into further declines. Our order today would be: LMN, CSU, TOI

Of the prior stocks, we would be fine selling AC to fund new purchases. BCE is an income stock, but for a growth oriented investor may not do a whole lot. But BCE is very different than the others mentioned and we would ensure any switch there matches one's goals.