Q: Peter; Could you update your thoughts on MDLZ ? Thanks.
Rod
Q: Hello Team,
For a defensive play, do you have a preference between these two and if so, why.
Thank You,
Barry
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Costco Wholesale Corporation (COST)
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Mondelez International Inc. (MDLZ)
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PepsiCo Inc. (PEP)
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Alimentation Couche-Tard Inc. (ATD.A)
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MEDIFAST INC (MED)
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Monro Inc. (MNRO)
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T-Mobile US Inc. (TMUS)
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Boyd Group Services Inc. (BYD)
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Celsius Holdings Inc. (CELH)
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Driven Brands Holdings Inc. (DRVN)
Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..