Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.

Q: The latest SA article on your website says CLS is massively overvalued.Your thoughts please.

Q: Hi Peter and 5i Team,

Realizing that there are a number of catalysts that 'could' boost the share price of PBH, we're concerned that it will take too long. It was purchased several years ago for a TFSA at an (ugh) average cost of $122. The last time I looked, it was trading at $80.23.
Even with the dividends received (thank goodness for dividends in this case), we are still down $17,300.

Here's the question: Even with all the positive catalysts going forward, do you think that the share price will increase enough to at least break even when accounting for dividends? Or do you think that we should swallow the loss and move to something else that has a more attractive valuation and greater upside?

As always, your comments and insights are very helpful.