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GE Aerospace (GE $298.46)
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Walmart Inc. (WMT $103.63)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,410.04)
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Constellation Software Inc. (CSU $3,775.34)
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ARC Resources Ltd. (ARX $25.43)
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WSP Global Inc. (WSP $270.30)
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goeasy Ltd. (GSY $171.88)
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Brookfield Corporation CLASS A PREFERENCE SHARES SERIES 13 (BN.PR.K $12.62)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $79.05)
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GE Vernova Inc. (GEV $608.86)
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Costco CDR (CAD Hedged) (COST $42.00)
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Microsoft CDR (CAD Hedged) (MSFT $37.00)
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Alphabet CDR (CAD Hedged) (GOOG $39.38)
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor