• O'Reilly Automotive Inc. (ORLY)
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• AutoZone Inc. (AZO)
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• Genuine Parts Company (GPC)
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Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?

Upvote 1

Read Answer Asked by ric on June 27, 2025

• 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

• Costco Wholesale Corporation (COST)
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• O'Reilly Automotive Inc. (ORLY)
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• AutoZone Inc. (AZO)
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• Mastercard Incorporated (MA)
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• NextEra Energy Inc. (NEE)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Visa Inc. (V)
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• Walmart Inc. (WMT)
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• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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• Dollarama Inc. (DOL)
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• Intact Financial Corporation (IFC)
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• Hydro One Limited (H)
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• EQB Inc. (EQB)
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Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Upvote 33

Read Answer Asked by Neil on November 25, 2024