US Foods Holding Corp (USFD)

Supplies food to restaurants. It's growing faster than Sysco, less expensive, managed well and is more stable that Sysco.

Still likes it. Leader in the space on profits and growth rate. Now trades at about a market multiple, not extreme. Growing in mid-teens annually, and expected to continue.

Still likes it. Are growing faster and trades less expensively than main peer, the larger Cisco.

New addition to his portfolio, discovered doing peer analysis with SYY. Supplies food to commercial enterprises. Growing more rapidly than SYY, cheaper valuation -- a great combination. Particularly compelling in a strong economic environment. Latest employment figures show that US economy is quite strong, so this stock will do well. No dividend.

Organic growth is 2x GDP in the US. This means not being held up by people cutting back on eating out.