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Booking Holdings Inc. (BKNG)
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Lowe's Companies Inc. (LOW)
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Philip Morris International Inc (PM)
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Crocs Inc. (CROX)
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Extra Space Storage Inc (EXR)
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Axos Financial Inc. (AX)
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Perion Network Ltd (PERI)
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Airbnb Inc. (ABNB)
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Lantheus Holdings Inc. (LNTH)
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
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American Tower Corporation (REIT) (AMT)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Extra Space Storage Inc (EXR)
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SBA Communications Corporation (SBAC)
Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx
Read Answer Asked by Adam on March 27, 2023Q: What are your best 2 picks for the public storage sector US or Canadain and why. Is this a good sector to invest in at this time. Thank you for your analysis.
Read Answer Asked by Ian on January 27, 2023