Q: Hi 5i,

Thanks for your great service over the last two years. I’m very happy with how I’m doing based on your insights.

My portfolio analytics suggest I am underweight in consumer cyclicals and consumer defensive.

Please recommend your top 3 US buys in each area.

Also, please suggest your top 3 US buys right now regardless of sector.

Q: Looking to add to Facebook or start a position with Costco. Thoughts??

Q: Hi, I'm needing more consumer defensive and am considering Costco. Wondering what your thoughts are about this company and its prospects going forward. I already have some consumer with VDC but need more and am also low on international. Feel free to suggest other ideas that merit consideration.
Thanks,
Perry