Q: Can I have your thoughts on Ferrari. I have a small position in the company and would like to add. Do you have concerns about the P/E or would you recommend adding? ThankYou.

Q: Hello Team,
Which of these , or both, would you recommend as a long term compounder and why.
Thank You,
Barry

Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam