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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Dollarama Inc. (DOL)
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lululemon athletica inc. (LULU)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Pool Corporation (POOL)
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
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Amazon.com Inc. (AMZN)
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Garmin Ltd. (Switzerland) (GRMN)
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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Pool Corporation (POOL)
Q: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you
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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!