- Starbucks Corporation (SBUX)
- Dollar General Corporation (DG)
- Lowe's Companies Inc. (LOW)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- MEDIFAST INC (MED)
- Airbnb Inc. (ABNB)
Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.
Cyclical:
AirBnb
Aritzia
DOO
MED
SBUX
Defensive:
COST
I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?
For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?
Thanks
Greg
Cyclical:
AirBnb
Aritzia
DOO
MED
SBUX
Defensive:
COST
I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?
For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?
Thanks
Greg