Q: I’ve been holding BYD for a long long time and just again moved into the black and am positive on it by a few percent. I was stopped out of CLS at 150 and have not owned it since. My thought was sell Boyd and by Celestica what do you think of that trade?
In 5 years will I be happy I did it?
Please consider the trade on its own. Portfolio mix is fine
I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.
Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.
Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
Q: Hi. Of the 6 listed companies, which 3 are your favorites for a long term hold. I am trying to consolidate smaller positions so that I have less stocks.
In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.
If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?
Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve
Q: Long time holder of BYD. Currently have BYD at 1.9% and CPRT at 1%. CPRT has really outperformed BYD over many timeframes. BYD is consumer cycl. and CPRT is industrial. I'm up 20% on BYD and 39% on CPRT. BYD has been a frustrating stock over the past few years but CPRT has shown resiliency and stable compounding growth. Thoughts on the BYD earnings and both companies going forward? Continue to hold both or I was thinking of selling BYD and adding to my CPRT. Thoughts? Thanks!
Q: I’ve held BYD for a number of years and have tried to be patient recently, but I’m wondering with its significant headwinds if it’s time to move on. What are your thoughts on BYD going forward, and do you have better suggestions for another consumer discretionary or consumer defensive stock?
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help