Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?

Q: Hello guys
I am interested to do some tax loss selling for these stocks given steep drops over a year or so. Could you please weigh in on strategy and if you agree could you please propose some alternatives?
Thanks

Q: Hi Peter and Staff

In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.

I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"

Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.

Thanks for all you do

Dennis