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Brookfield Renewable Partners L.P. (BEP.UN $37.32)
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Parkland Corporation (PKI $38.64)
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Agnico Eagle Mines Limited (AEM $161.61)
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goeasy Ltd. (GSY $173.13)
Q: At the beginning of the year I had to liquidate 30% of a taxable portfolio. I managed to sell stocks that minimized my income taxes, however, as a result I sold all of my Financials, Materials, Utilities and Energy stocks. I now have 10% to add back and will be contributing another 20% sometime later this year. I do not think I will be needing these funds anytime in the next 5+ years. I am looking at taking half positions in PKI; GSY; BEP.UN and AEM. Your comments about my stock selections would be appreciated.