• Costco Wholesale Corporation (COST)
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• O'Reilly Automotive Inc. (ORLY)
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• Booking Holdings Inc. (BKNG)
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• AutoZone Inc. (AZO)
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• TJX Companies Inc. (The) (TJX)
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• Walmart Inc. (WMT)
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• Caseys General Stores Inc. (CASY)
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• Pool Corporation (POOL)
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• Revolve Group Inc. Class A (RVLV)
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• Mama's Creations Inc. (MAMA)
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Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Upvote 9

Read Answer Asked by Sean on November 27, 2024

• Booking Holdings Inc. (BKNG)
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• AutoZone Inc. (AZO)
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• Ulta Beauty Inc. (ULTA)
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• Crocs Inc. (CROX)
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• Pool Corporation (POOL)
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Q: May you provide an update on POOl. It was a frequent mention of your’s in the past.

How compelling does it appear currently?
Where does it rank in your favorites in the US consumer discretionary picks? If possible, suggest your ingest conviction names and include your ranking.

Thank you for your excellent service, as usual.

Upvote 4

Read Answer Asked by Karim on March 12, 2024

• Broadcom Inc. (AVGO)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Zoetis Inc. Class A (ZTS)
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• Toronto-Dominion Bank (The) (TD)
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• Enbridge Inc. (ENB)
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• Restaurant Brands International Inc. (QSR)
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• ATCO Ltd. Class I Non-voting Shares (ACO.X)
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• TMX Group Limited (X)
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• Domino's Pizza Inc (DPZ)
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• Pool Corporation (POOL)
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Q: Hi 5i,

Can you offer some of your favourite dividend growth equity's. CDN and US, regardless of sector.

Upvote 0

Read Answer Asked by Regan on September 14, 2023