Am wanting to add to portfolio but break away from the top 100 and find some long term companies to invest in. What are your opinions on these four companies?
-Lowes
-Dollar General
-Autozone
-Keurig Dr Pepper
Home repairs will continue and Lowes gain significant returns from the funds they reinvest, cheap grocery store alternatives will expand imo, Autozone is in countries where electric cars are non-existent and has room for international expansion imo, and lastly quality but cheap Coffee alternatives to places like Starbucks will thrive even in recessions.
Trying to look at these companies how Peter Lynch recommends, companies I know which I like and use but with Warren Buffet approach if I wouldn't hold for 10 years I shouldn't hold for 10 seconds. Long term I think these companies can help a portfolio beat the SP500 but what do you think?
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