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Marriott International (MAR $310.69)
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Booking Holdings Inc. (BKNG $5,362.06)
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Tractor Supply Company (TSCO $53.49)
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TJX Companies Inc. (The) (TJX $155.61)
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lululemon athletica inc. (LULU $208.70)
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Ulta Beauty Inc. (ULTA $588.32)
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Align Technology Inc. (ALGN $160.15)
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Hilton Worldwide Holdings Inc. (HLT $293.68)
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Crocs Inc. (CROX $89.78)
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Ferrari N.V. (RACE $365.54)
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Boyd Gaming Corporation (BYD $85.41)
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Airbnb Inc. (ABNB $134.42)
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Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $148.20)
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Hermes International ADR (HESAY $248.34)
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