- Intuitive Surgical Inc. (ISRG)
- United Rentals Inc. (URI)
- TELUS Corporation (T)
- TerraVest Industries Inc. (TVK)
- Axon Enterprise Inc. (AXON)
- Encore Wire Corporation (WIRE)
- Brookfield Renewable Partners L.P. (BEP)
- John Hancock Preferred Income Fund III Preferred Income Fund III (HPS)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- TransMedics Group Inc. (TMDX)
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.
I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).
I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.
If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.
Thanks,
Terry
I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).
I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.
If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.
Thanks,
Terry