• Constellation Software Inc. (CSU)
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• Boyd Group Services Inc. (BYD)
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• A & W Food Services of Canada Inc. (AW)
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Q: I am over weight on CSU, WXM, DSG, and SHOP and under weight AW, BEP.UN, KXS, BYD, PBH, and LMN. How would you rank these 6 where i'm under weight to add to in 2025? Are any recommended to hold or sell?

Upvote 9

Read Answer Asked by Matthew on December 20, 2024

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Boyd Gaming Corporation (BYD)
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• Lumine Group Inc. (LMN)
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• A & W Food Services of Canada Inc. (AW)
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Q: I have gains and outsized weighting in CSU, DSG, WXM. Planning to rebalance in the new year. I have been building positions in LMN and KXS and have a gain in those. I'm down and have smaller weightings in PBH, BYD, BEP.UN, AW. Which of these 6 would you suggest to add to in 2025?

Upvote 7

Read Answer Asked by Matthew on December 19, 2024

• A & W Food Services of Canada Inc. (AW)
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Q: Good evening,

My understanding was that the annual distribution for AW.CA was to remain the same as AW.UN (based on a previous 5I answer). I note that AW.CA has now been set at $1.50 per annum versus $1.92 for AW.UN. This is a significant difference! What am I missing here? Please clarify.

Thanks very much.

Upvote 3

Read Answer Asked by Dave on December 07, 2024