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One S&P 500 stock to target is Robinhood (HOOD), an online consumer finance platform that has seen 47.7% annual growth in its average revenue per user over the last two years, and impressive free cash flow profitability. Two stocks to sell are Expeditors (EXPD) and Lennar (LEN), with EXPD's scale limiting growth potential, high production costs, and waning returns on capital, and LEN's dropping backlog, falling earnings per share, and increasing capital intensity.

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