Q: I have those 4 stocks; if I had to choose one to sell, which one would you choose to sell? Thank you.

Q: I hold PBH (0.8% position) and COST (1.5%), and I realize that consolidating them is prudent. COST has been a very solid performer over time, but PBH has been performing quite well recently, after a couple of years where the share price was on a downward trajectory.

I understand each company has its attributes: with a time horizon of five years, in terms of share price appreciation, which is poised for better growth?

Q: Hello, I have been thinking about initiating a long-term position (6-10yrs) in Costco for a while now.

My long-held view of the US dollar remaining strong and stable has changed; I have resolved to continue holding my US dollar securities through whatever this is but not buy more US currency at this time.

The issue is whether to initiate a new position in:
1)COST using existing $US or
2)the Costco CDR in Canadian $

Which option, in your opinion, represents the best risk-adjusted return over the next:
A)6-10 years?
B)1-5 years?

Does your response for A) change for beyond 10 years?

I know there are way too many variables here for any ‘correct’ answers but it is still interesting to have 5i’s perspective.
Thank you. This is an awesome service!
-Trevor