• 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!

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Read Answer Asked by Sean on November 27, 2024

• Revolve Group Inc. Class A (RVLV)
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Q: Please comment on earnings. Would you hang on ?

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Read Answer Asked by Karim on May 05, 2022

• Revolve Group Inc. Class A (RVLV)
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Q: Could you explain why, you would or would not, add to a partial position in Revolve, now, as a reopening play?

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Read Answer Asked by Greg on March 28, 2022