• Costco Wholesale Corporation (COST)
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• Caterpillar Inc. (CAT)
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• Home Depot Inc. (The) (HD)
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• Eli Lilly and Company (LLY)
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• United Rentals Inc. (URI)
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• Walmart Inc. (WMT)
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• Trane Technologies plc (TT)
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Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?

Upvote 6

Read Answer Asked by Joe on July 08, 2024

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• ADT Inc. (ADT)
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• Walmart Inc. (WMT)
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• Loblaw Companies Limited (L)
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• Dollarama Inc. (DOL)
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• Primo Water Corporation (PRMW)
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  • View Reports on PRMW

Q: I currently hold COST, WMT, and ADT in consumer staples and am wondering if switching WMT and or ADT for either PRMW, L, or DOL would give me better growth going forward? Or do you have a better option?

Thanks,

Upvote 15

Read Answer Asked by Lyle on June 18, 2024

• Costco Wholesale Corporation (COST)
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• Procter & Gamble Company (The) (PG)
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• Walmart Inc. (WMT)
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• Consumer Staples Select Sector SPDR (XLP)
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Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you

Upvote 3

Read Answer Asked by J Stephen on June 14, 2024