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Costco Wholesale Corporation (COST)
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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Walmart Inc. (WMT)
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Jacobs Engineering Group Inc. (J)
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Trane Technologies plc (TT)
Q: Hi 5i,
I was looking forward to the US part of the answer to Aleem’s recent question.
Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.
Thanks as always,
Kevin
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (FB)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Honeywell International Inc. (HON)
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Eli Lilly and Company (LLY)
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Williams Companies Inc. (The) (WMB)
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Jacobs Engineering Group Inc. (J)
Q: Dear Peter and Ryan.
I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?
Thank you,
Yiwen
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Meta Platforms Inc. (FB)
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NVIDIA Corporation (NVDA)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Jacobs Engineering Group Inc. (J)
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Unity Software Inc. (U)
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KraneShares Global Carbon Strategy ETF (KRBN)
Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.
Read Answer Asked by David on April 29, 2022