Q: Dear Peter et al:
Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!
My first question of the year!
A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.
Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.
Look forward to another good year with your team.
Make Portfolio Analytics "bit more personal", then I will come on board there as well :)
Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!
My first question of the year!
A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.
Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.
Look forward to another good year with your team.
Make Portfolio Analytics "bit more personal", then I will come on board there as well :)
5i Research Answer:
The 'Sophie's choice' is always tough (Young readers can Google this reference).
While the CSU family still looks good, and there is serious bounce potential there, we find it difficult to time sentiment. Right now, the three companies are trading on (negative) sentiment, because the fundamentals have clearly not changed as much as the stock prices have. Still, this negative view could continue, and the group has not moved positively yet in the beginning of the New Year. Meanwhile, BN is already up 4% for 2026, and has a giant mass of capital ready to deploy. BN is the 'easy' choice here, especialy with the 'buy and forget' comment in the question.