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Amazon.com Inc. (AMZN $226.13)
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Booking Holdings Inc. (BKNG $5,702.90)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.97)
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lululemon athletica inc. (LULU $229.77)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
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Crocs Inc. (CROX $105.18)
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Thank you