-
Amazon.com Inc. (AMZN $213.49)
-
BRP Inc. Subordinate Voting Shares (DOO $89.08)
-
Magna International Inc. (MG $78.56)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $111.49)
-
Boyd Group Services Inc. (BYD $223.21)
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks