• Lennar Corporation Class A (LEN)
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• PulteGroup Inc. (PHM)
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• Century Communities Inc. (CCS)
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• Toll Brothers Inc. (TOL)
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Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!

Upvote 4

Read Answer Asked by Doug on March 27, 2024

• Amazon.com Inc. (AMZN)
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• Booking Holdings Inc. (BKNG)
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• Starbucks Corporation (SBUX)
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• PulteGroup Inc. (PHM)
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Q: Hello team
I have decided to sell my position in SBUX.
Could you recommend 3 consumer discretionary US stocks as possible replacements?
Thank you

Upvote 6

Read Answer Asked by Josette on March 04, 2024

• Costco Wholesale Corporation (COST)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Chevron Corporation (CVX)
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• Freeport-McMoRan Inc. (FCX)
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• Eli Lilly and Company (LLY)
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• Altria Group Inc. (MO)
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• NextEra Energy Inc. (NEE)
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• PulteGroup Inc. (PHM)
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• Williams Companies Inc. (The) (WMB)
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• Exxon Mobil Corporation (XOM)
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• lululemon athletica inc. (LULU)
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• Digital Realty Trust Inc. (DLR)
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• Eagle Materials Inc (EXP)
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• Vertiv Holdings LLC Class A (VRT)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?

Upvote 29

Read Answer Asked by Kel on January 30, 2024