Q: If we see interest rate cuts 2 or 3 times this year in the US, this should get the house building companies a real lift. What is your outlook for these stocks and are they a real buy now?
Thanks Again
Thanks Again
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SPDR Homebuilders ETF (XHB $104.75)
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iShares U.S. Home Construction ETF (ITB $98.75)
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Direxion Daily Homebuilders & Supplies Bull 3X Shares (NAIL $62.28)
Q: With the pull back do you think this is a good way to play US home builders?
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Booking Holdings Inc. (BKNG $5,717.10)
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Tractor Supply Company (TSCO $56.79)
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TJX Companies Inc. (The) (TJX $123.71)
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BRP Inc. Subordinate Voting Shares (DOO $68.48)
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Magna International Inc. (MG $57.45)
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lululemon athletica inc. (LULU $236.51)
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Ulta Beauty Inc. (ULTA $476.84)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.14)
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Align Technology Inc. (ALGN $202.28)
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Five Below Inc. (FIVE $129.46)
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iShares U.S. Home Construction ETF (ITB $98.75)
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Copart Inc. (CPRT $47.46)
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Hilton Worldwide Holdings Inc. (HLT $277.31)
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Crocs Inc. (CROX $103.75)
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Boyd Group Services Inc. (BYD $209.59)
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.