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5i Recent Questions
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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
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Align Technology Inc. (ALGN)
- Five Below Inc. (FIVE)
- iShares U.S. Home Construction ETF (ITB)
- Copart Inc. (CPRT)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Boyd Group Services Inc. (BYD)
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.
- TJX Companies Inc. (The) (TJX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Abercrombie & Fitch Company (ANF)
Q: Hello Peter,
Would you be a buyer in the cons. discretionary sector at this time? Any suggestions?
Also between ANF TJX and ATZ which would you prefer to buy at this time? Or would you not buy either ?
Regards
Rajiv
Would you be a buyer in the cons. discretionary sector at this time? Any suggestions?
Also between ANF TJX and ATZ which would you prefer to buy at this time? Or would you not buy either ?
Regards
Rajiv
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