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Toronto-Dominion Bank (The) (TD $101.85)
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Enbridge Inc. (ENB $60.25)
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Sun Life Financial Inc. (SLF $84.47)
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TELUS Corporation (T $22.65)
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Brookfield Renewable Partners L.P. (BEP.UN $35.77)
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Premium Brands Holdings Corporation (PBH $83.86)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.39)
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Savaria Corporation (SIS $19.65)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?