-
Amazon.com Inc. (AMZN $198.79)
-
BRP Inc. Subordinate Voting Shares (DOO $107.05)
-
Magna International Inc. (MG $93.52)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $118.63)
-
Boyd Group Services Inc. (BYD $230.32)
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