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