Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Q: Can you provide your thoughts on Charter Communications vs Canadian telecoms? Possibly comparing Charter vs. your current Canadian favourite. Thanks!

Q: Hello Peter,
In the current market conditions,
1) what is your opinion on adjusting the portfolio by decreasing growth and an increase in defensive stocks; at least for the next six months.
2)If so, what do you think of Charter Communications?
3)I understand that you are not a proponent of frequent portfolio adjustments and prefer to ride out based on long term fundamentals. I feel that in addition to algorithmic trading, markets are more efficient with processing information and price it in a very short span of time. Your comments on this thesis as well is appreciated.
Regards.
Rajiv