- The Walt Disney Company (DIS)
- Genuine Parts Company (GPC)
- Home Depot Inc. (The) (HD)
- Gildan Activewear Inc. (GIL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Boyd Group Income Fund (BYD.UN)
- Magna International Inc. (MG)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi Guys,
Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,
Jim
Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,
Jim