- Costco Wholesale Corporation (COST)
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- Walmart Inc. (WMT)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Hi 5i,
I was looking forward to the US part of the answer to Aleem’s recent question.
Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.
Thanks as always,
Kevin
I was looking forward to the US part of the answer to Aleem’s recent question.
Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.
Thanks as always,
Kevin