We have growth strategies filled with our top small, mid cap, and large cap stocks.
Our Growth Portfolio strategy searches the globe for the very best investment ideas.
We like consumer stocks right now and have been adding quite a few to our Global Opportunities Portfolio.
Some of our current ideas:
Tempur Sealy International, Inc. (TPX) provides mattresses, adjustable bases, pillows and other sleep and relaxation products. We like the growth prospects in this industry.
RH (RH), a leading luxury retailer in the home furnishing space. The company offers dominant merchandise assortments across a growing number of categories, including furniture, lighting, textiles, bath ware, décor, outdoor and garden, tableware, and child and teen furnishings. This is a robust area for consumer spending right now.
D.R. Horton, Inc. (DHI), one of the leading national homebuilders, primarily engaged in the construction and sale of single-family houses both in the entry-level and move-up markets. D.R. Horton’s operations are spread over 91 markets across 29 states in the East, Midwest, Southeast, South Central, Southwest and West regions of the United States.
Tractor Supply Company (TSCO), the largest retail farm and ranch store chain in the United States. The company focuses on recreational farmers and ranchers as well as tradesmen and small businesses. It offers a wide array of merchandise such as livestock, pet and animal products, maintenance products for agricultural and rural use, hardware and tools, lawn and garden power equipment, truck and towing products, and work apparel.
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