-
Marriott International (MAR $310.07)
-
Booking Holdings Inc. (BKNG $5,340.98)
-
Tractor Supply Company (TSCO $53.49)
-
TJX Companies Inc. (The) (TJX $155.66)
-
lululemon athletica inc. (LULU $207.87)
-
Ulta Beauty Inc. (ULTA $585.98)
-
Align Technology Inc. (ALGN $160.58)
-
Hilton Worldwide Holdings Inc. (HLT $293.00)
-
Crocs Inc. (CROX $89.75)
-
Ferrari N.V. (RACE $365.51)
-
Boyd Gaming Corporation (BYD $85.24)
-
Airbnb Inc. (ABNB $133.78)
-
Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $147.77)
-
Hermes International ADR (HESAY $247.57)
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