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Amazon.com Inc. (AMZN $239.12)
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BRP Inc. Subordinate Voting Shares (DOO $108.96)
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Magna International Inc. (MG $76.32)
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Aritzia Inc. Subordinate Voting Shares (ATZ $125.22)
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Boyd Group Services Inc. (BYD $228.78)
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