A: In tech, I like Salesforce.com (symbol CRM) and NXP Semiconductors (NXPI). I like autos, but instead of Ford or GM, I want to own auto parts companies, like Aptiv (APTV), which provides safety technology and connectivity in the car. I like what Fortinet (FTNT) is doing in cybersecurity. In industrials, I like Caterpillar (CAT) and United Parcel Service (UPS)â€” thatâ€™s a great company with a new CEO. Housing is a powerful theme. Look at a builder, such as D.R. Horton (DHI), or toolmaker Stanley Black & Decker (SWK). You can offset safe housing stocks with hospitality stocks, which are still down a lot. Marriott International (MAR) is interesting, as is Wynn Resorts (WYNN). You canâ€™t get over your skis in these stocks until we get a COVID vaccine, but these are quality companies. I love the animal health business. Iâ€™m putting my chips on Zoetis (ZTS).
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