Q: These are running higher finally. Any comments on why they are moving upwards so fast? closing a valuation gap or just its time for small caps to shine?
-
Costco Wholesale Corporation (COST)
-
O'Reilly Automotive Inc. (ORLY)
-
Booking Holdings Inc. (BKNG)
-
AutoZone Inc. (AZO)
-
TJX Companies Inc. (The) (TJX)
-
Walmart Inc. (WMT)
-
Caseys General Stores Inc. (CASY)
-
Pool Corporation (POOL)
-
Revolve Group Inc. Class A (RVLV)
-
Mama's Creations Inc. (MAMA)
Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
-
Costco Wholesale Corporation (COST)
-
O'Reilly Automotive Inc. (ORLY)
-
AutoZone Inc. (AZO)
-
Mastercard Incorporated (MA)
-
NextEra Energy Inc. (NEE)
-
UnitedHealth Group Incorporated (DE) (UNH)
-
Visa Inc. (V)
-
Walmart Inc. (WMT)
-
Canadian National Railway Company (CNR)
-
Canadian Pacific Kansas City Limited (CP)
-
Dollarama Inc. (DOL)
-
Intact Financial Corporation (IFC)
-
Hydro One Limited (H)
-
EQB Inc. (EQB)
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Thank you