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5i Recent Questions
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Deere & Company (DE)
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- Union Pacific Corporation (UNP)
- Super Micro Computer Inc. (SMCI)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Ferrari N.V. (RACE)
- Boyd Gaming Corporation (BYD)
- Airbnb Inc. (ABNB)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
- Hermes International ADR (HESAY)
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Eli Lilly and Company (LLY)
- McKesson Corporation (MCK)
- Novo Nordisk A/S (NVO)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- e.l.f. Beauty Inc. (ELF)
- UBS Group AG Registered (UBS)
- Vistra Corp. (VST)
- Interactive Brokers Group Inc. (IBKR)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Fiserv Inc. (FI)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
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