Review of Great Canadian Gaming

Q: I need to add to consumer discretionary, which companies are you recommending now?

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.