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Booking Holdings Inc. (BKNG $5,815.92)
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Tractor Supply Company (TSCO $56.76)
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TJX Companies Inc. (The) (TJX $125.17)
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BRP Inc. Subordinate Voting Shares (DOO $69.64)
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Magna International Inc. (MG $55.88)
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lululemon athletica inc. (LULU $237.57)
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Ulta Beauty Inc. (ULTA $475.99)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
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Align Technology Inc. (ALGN $193.83)
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Five Below Inc. (FIVE $129.30)
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iShares U.S. Home Construction ETF (ITB $95.10)
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Copart Inc. (CPRT $48.83)
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Hilton Worldwide Holdings Inc. (HLT $270.85)
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Crocs Inc. (CROX $106.35)
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Boyd Group Services Inc. (BYD $214.03)
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.