Q: In my TFSA I currently own SIS, GRGD,SVM,RUS and WPM. I am wondering if it is best to sell RUS and replace with LUN as I don't want too many material stocks in my TFSA and wondered if LUN would be a better growth stock?
Thanks
Thanks
5i Research Answer:
LUN is a materials stock, but different than RUS. LUN's fortunes are largely driven by the price of copper. RUS by industrial building demand. RUS is smaller, cheaper, with a higher yield and more economically sensitive, most times. Of the two, if growth is the objective, we would side with LUN.