Q: With the pull back do you think this is a good way to play US home builders?

Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.

Q: Can you please recommend an ETF for Heavy Construction or Industrial Machinery? Either In Canada or USA. Is there a website that I can use to find Sub-category Etf?

Thanks for your great service