Which of the stocks would you classify as defensive? Which would be classified as aggressive? Why? In a boom, which stock you would recommend to invest? In a recession, which stock you would recommend to invest?

I need help especially with the part "In a boom, which stock you would recommend to invest?"

STOCKS	CAPM RETURN (Re) (%)	AVERAGE RETURNS (ER) (%)	STATUS	RECOMMENDATIONS
WALMART	62.7778	80.81	= ER>Re HENCE STOCK IS UNDERPRICED	INVESTOR SHOULD BUY THE STOCK
MCDONALDS	56.3273	104.38	= ER>Re HENCE STOCK IS UNDERPRICED	INVESTOR SHOULD BUY THE STOCK
COSTCO	88.9870	131.57	= ER>Re HENCE STOCK IS UNDERPRICED	INVESTOR SHOULD BUY THE STOCK