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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Kraken Robotics Inc. (PNG)
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Propel Holdings Inc. (PRL)
Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris
5i Research Answer:
We continue to think ATZ will be fine overall, but if an investor is concerned then a shift to growth via PRL, PNG and SHOP we think makes sense. We would also see LMN, GSY and BN as possibilities here.