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                             Fastenal Company (FAST $41.55) Fastenal Company (FAST $41.55)- $41.55 P/E (TTM): 39.78X Cap: $47.70B
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                             Fastenal Company (FAST $41.55) Fastenal Company (FAST $41.55)- $41.55 P/E (TTM): 39.78X Cap: $47.70B
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            Q: What is your opinion of FAST post earnings?  Seems to be a quality company but my concern  is valuation.  Would you start a position here after the drop or do you prefer any competitors?  Thanks!
        
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                             Fastenal Company (FAST $41.55) Fastenal Company (FAST $41.55)- $41.55 P/E (TTM): 39.78X Cap: $47.70B
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                             Comfort Systems USA Inc. (FIX $963.30) Comfort Systems USA Inc. (FIX $963.30)- $963.30 P/E (TTM): 51.93X Cap: $33.97B
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                             Watsco Inc. (WSO $358.36) Watsco Inc. (WSO $358.36)- $358.36 P/E (TTM): 27.4X Cap: $14.93B
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            Q: please provide 3 important current metrics used to value   WSO and compare them to their 3 year average.   if you like WSO what would be a good entry point   if not is there a competitor that you would recommend and why thanks Richard 
        
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                             Fastenal Company (FAST $41.55) Fastenal Company (FAST $41.55)- $41.55 P/E (TTM): 39.78X Cap: $47.70B
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                             Paychex Inc. (PAYX $117.23) Paychex Inc. (PAYX $117.23)- $117.23 P/E (TTM): 26.32X Cap: $42.19B
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                             Tractor Supply Company (TSCO $54.12) Tractor Supply Company (TSCO $54.12)- $54.12 P/E (TTM): 27.24X Cap: $28.74B
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                             AbbVie Inc. (ABBV $228.20) AbbVie Inc. (ABBV $228.20)- $228.20 P/E (TTM): 107.72X Cap: $403.12B
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                             Transdigm Group Incorporated (TDG $1,306.14) Transdigm Group Incorporated (TDG $1,306.14)- $1,306.14 P/E (TTM): 43.65X Cap: $73.60B
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                             Ares Management Corporation Class A (ARES $147.29) Ares Management Corporation Class A (ARES $147.29)- $147.29 P/E (TTM): 85.13X Cap: $48.12B
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            Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months.  Would appreciate suggestions - ETF or individual security.  Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources.  Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice.  Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.
        
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