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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Starbucks Corporation (SBUX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Converge Technology Solutions Corp. (CTS)
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MEDIFAST INC (MED)
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Magna International Inc. (MGA)
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Boyd Group Services Inc. (BYD)
Q: Brief thoughts on these weeds I'm looking to pick.
Return and % weight in portfolio now and what I plan:
MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?
Toss them, hold them or water them? Thanks!
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ATS Corporation (ATS)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Magna International Inc. (MGA)
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Lantheus Holdings Inc. (LNTH)
Q: Good morning 5i
Yesterday i asked about a replacement for Magna and you kindly offered tfii and ats. I like these suggestions. But, the problem ( nice to have such a problem) is that i am already quite overweightin tfii and am also overweight inthe industrial sector. So, i am hesitant to buy ats. Do you have an equivalent for ats? Any other sector is ok, although my technology holdings are high. Also a US stock would be ok. It may not be the right mindset but i would like something with growth that can help recuperate some of my loses on mga
Thanks
Q: Good morning 5i
With your recent downgrade to Magna, i don’t imagine you would offer much objection to selling it as a tax loss? Is it a good idea to buy it back after thirty days or exchange it for another? What company would you suggest as a place holder or a replacement?
Thanks for the excellent service