Q: HI Peter and Staff
Your top picks in consumer cyclical have been pretty consistent, ATZ,LNF,GOOS,DOO,MG.......last week you had DOL included. I have all of the ones listed in my basket , I also have CTC.A and it has been good to me though most of the gains were a few years ago. I did have DOL until I sold it a few months back a week or so before I had a run of course.....Can you please give me your thesis on whether a swap from CTC.A to DOL is suggested if taxes are triggered of CTC.A sale.....I am up 77%.....Alternatively ( please charge credits as you see fit), I have sold many losers to see them run back up....should I take my lumps on REAL and replace with DOL?
Thanks for all you do
Dennis

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: For an Income balance portfolio which stocks and/or EFT would you recommended for Consumer cyclical and Consumer discretionary sectors? Preferably with some dividend to keep the desired Income Portfolio as a goal. As to my last question I also ask you for recommendations for an Income Balanced Portfolio for stocks and/or EFT in a Consumer Defensive sector.
Thank you,
Thank you.
Miroslaw