Apollo Global (APO), Tractor Supply (TSCO), and Constellation Brands (STZ) are Brian Jankowski's stock picks. He is looking for companies with good management, good products, and that can take advantage of current conditions in the market. He calls APO one of the leading alternative asset managers. He notes TSCO has 40%-50% highly recurring revenue. He thinks STZ's beer import leadership is underappreciated.
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