- Marriott International (MAR)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- TJX Companies Inc. (The) (TJX)
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Align Technology Inc. (ALGN)
- Hilton Worldwide Holdings Inc. (HLT)
- Crocs Inc. (CROX)
- Ferrari N.V. (RACE)
- Boyd Gaming Corporation (BYD)
- Airbnb Inc. (ABNB)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
- Hermes International ADR (HESAY)
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