• Lennar Corporation Class A (LEN)
  • View LEN Profile
  • View Questions on LEN
• PulteGroup Inc. (PHM)
  • View PHM Profile
  • View Questions on PHM
• Century Communities Inc. (CCS)
  • View CCS Profile
  • View Questions on CCS
• Toll Brothers Inc. (TOL)
  • View TOL Profile
  • View Questions on TOL

Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!

Upvote 4

Read Answer Asked by Douglas on March 27, 2024

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Starbucks Corporation (SBUX)
  • View SBUX Profile
  • View Questions on SBUX
• PulteGroup Inc. (PHM)
  • View PHM Profile
  • View Questions on PHM

Q: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you

Upvote 6

Read Answer Asked by Josette on March 04, 2024

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST
• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Chevron Corporation (CVX)
  • View CVX Profile
  • View Questions on CVX
• Freeport-McMoRan Inc. (FCX)
  • View FCX Profile
  • View Questions on FCX
• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY
• Altria Group Inc. (MO)
  • View MO Profile
  • View Questions on MO
• NextEra Energy Inc. (NEE)
  • View NEE Profile
  • View Questions on NEE
• PulteGroup Inc. (PHM)
  • View PHM Profile
  • View Questions on PHM
• Williams Companies Inc. (The) (WMB)
  • View WMB Profile
  • View Questions on WMB
• Exxon Mobil Corporation (XOM)
  • View XOM Profile
  • View Questions on XOM
• lululemon athletica inc. (LULU)
  • View LULU Profile
  • View Questions on LULU
• Digital Realty Trust Inc. (DLR)
  • View DLR Profile
  • View Questions on DLR
• Eagle Materials Inc (EXP)
  • View EXP Profile
  • View Questions on EXP
• Vertiv Holdings LLC Class A (VRT)
  • View VRT Profile
  • View Questions on VRT
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Upvote 29

Read Answer Asked by Kel on January 30, 2024