Q: If we see interest rate cuts 2 or 3 times this year in the US, this should get the house building companies a real lift. What is your outlook for these stocks and are they a real buy now?
Thanks Again

Q: With the pull back do you think this is a good way to play US home builders?

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.