Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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Booking Holdings Inc. (BKNG)
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AutoZone Inc. (AZO)
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TJX Companies Inc. (The) (TJX)
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Walmart Inc. (WMT)
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Caseys General Stores Inc. (CASY)
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Pool Corporation (POOL)
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Revolve Group Inc. Class A (RVLV)
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Mama's Creations Inc. (MAMA)
Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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AutoZone Inc. (AZO)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
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EQB Inc. (EQB)
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Thank you