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5i Recent Questions
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Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- lululemon athletica inc. (LULU)
- Align Technology Inc. (ALGN)
- Domino's Pizza Inc (DPZ)
- Hilton Worldwide Holdings Inc. (HLT)
- Axon Enterprise Inc. (AXON)
- Old Dominion Freight Line Inc. (ODFL)
- Saia Inc. (SAIA)
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Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
- 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
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