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Kinaxis Inc. (KXS $136.55)
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Teradyne Inc. (TER $302.40)
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Topicus.com Inc. (TOI $96.54)
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Micron CDR (CAD Hedged) (MU $19.79)
Q: Would you endorse selling KXS and TOI to start positions in MU and TER in a TFSA? I, like many others, have held KXS for many years and am growing tired of it. I have CSU family represented in other accounts. Thanks, Janet
5i Research Answer:
While we would not classify KXS and TOI as "need to sell" we would certainly agree that TER and MU look better overall right now. If CSU is owned then an investor still has exposure to TOI. We would be fine with the proposal outlined in the question.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in TER.