-
BRP Inc. Subordinate Voting Shares (DOO)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Vitalhub Corp. (VHI)
-
Lumine Group Inc. (LMN)
Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.
5i Research Answer:
We like BAM, BN, TOI quite a lot, and we would be willing to add to these names at current prices. We think a basket of these high-quality companies could do well five years from now given that rates have likely already peak (20 years hold may be an aggressive timeframe target as lots of things could change in the meantime like technology, management execution, etc. Investors need to do some maintenance due diligence to make sure the thesis is still intact).
On top of that, other names such as DOO, LMN.V, HPS.A, VHI, also hit our radar.