• Caterpillar Inc. (CAT)
  • View CAT Profile
  • View Questions on CAT
• Chubb Limited (CB)
  • View CB Profile
  • View Questions on CB
• Deere & Company (DE)
  • View DE Profile
  • View Questions on DE
• Duke Energy Corporation (Holding Company) (DUK)
  • View DUK Profile
  • View Questions on DUK
• Ecolab Inc. (ECL)
  • View ECL Profile
  • View Questions on ECL
• Coca-Cola Company (The) (KO)
  • View KO Profile
  • View Questions on KO
• NextEra Energy Inc. (NEE)
  • View NEE Profile
  • View Questions on NEE
• Procter & Gamble Company (The) (PG)
  • View PG Profile
  • View Questions on PG
• Progressive Corporation (The) (PGR)
  • View PGR Profile
  • View Questions on PGR
• Roper Technologies Inc. (ROP)
  • View ROP Profile
  • View Questions on ROP
• Walmart Inc. (WMT)
  • View WMT Profile
  • View Questions on WMT
• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL
• Loblaw Companies Limited (L)
  • View L Profile
  • View Questions on L
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC
• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Metro Inc. (MRU)
  • View MRU Profile
  • View Questions on MRU
• North West Company Inc. (The) (NWC)
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Hydro One Limited (H)
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR)
  • View NTR Profile
  • View Questions on NTR
• Arthur J. Gallagher & Co. (AJG)
  • View AJG Profile
  • View Questions on AJG

Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike

Upvote 15

Read Answer Asked by Mike on March 07, 2025

• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM
• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY
• Roper Technologies Inc. (ROP)
  • View ROP Profile
  • View Questions on ROP
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.

Upvote 17

Read Answer Asked by Dave on September 03, 2024

• Roper Technologies Inc. (ROP)
  • View ROP Profile
  • View Questions on ROP
• United Rentals Inc. (URI)
  • View URI Profile
  • View Questions on URI

Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!

Upvote 3

Read Answer Asked by Neil on July 26, 2024