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  5. BCE: Good morning, About a month ago I took a tax-loss sale on BCE. [BCE Inc.]
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Q: Good morning,

About a month ago I took a tax-loss sale on BCE. Was a ~ 2% weighting. My 30 day "waiting period" is up this Friday, and now I am undecided as to buy it back, initiate a 2% position in SOBO, or do 1% BCE and 1% SOBO. I know you don't love to comment on portfolio weightings, but if you were me, what would you do?

Thanks as always.
Asked by Trevor on December 11, 2024
5i Research Answer:

We think we would take a 2% SOBO position for a nice yield and some growth potential. We think BCE will be OK but also there will likely be lots of time to buy it if one changes their mind sometime in 2025. It may be a long recovery.