• Caterpillar Inc. (CAT $391.51)
  • $391.51 Fwd P/E: 19.41X Cap: $184.41B
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• Chubb Limited (CB $279.97)
  • $279.97 Fwd P/E: 13.67X Cap: $112.19B
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• Deere & Company (DE $510.29)
  • $510.29 Fwd P/E: 25.18X Cap: $138.19B
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• Duke Energy Corporation (Holding Company) (DUK $117.29)
  • $117.29 Fwd P/E: 19.45X Cap: $91.16B
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• Ecolab Inc. (ECL $271.78)
  • $271.78 Fwd P/E: 37.29X Cap: $77.05B
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• Coca-Cola Company (The) (KO $71.01)
  • $71.01 Fwd P/E: 28.65X Cap: $305.64B
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• NextEra Energy Inc. (NEE $74.75)
  • $74.75 Fwd P/E: 27.67X Cap: $153.88B
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• Procter & Gamble Company (The) (PG $160.50)
  • $160.50 Fwd P/E: 25.53X Cap: $376.29B
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• Progressive Corporation (The) (PGR $253.54)
  • $253.54 Fwd P/E: 17.64X Cap: $148.63B
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• Roper Technologies Inc. (ROP $565.18)
  • $565.18 Fwd P/E: 41.31X Cap: $60.85B
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• Walmart Inc. (WMT $99.35)
  • $99.35 Fwd P/E: 42.03X Cap: $792.85B
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• Xylem Inc. New (XYL $131.00)
  • $131.00 Fwd P/E: 35.65X Cap: $31.87B
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• Loblaw Companies Limited (L $224.20)
  • $224.20 Fwd P/E: 31.13X Cap: $67.64B
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• Sun Life Financial Inc. (SLF $85.78)
  • $85.78 Fwd P/E: 16.12X Cap: $48.75B
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• Dollarama Inc. (DOL $189.46)
  • $189.46 Fwd P/E: 43.6X Cap: $52.93B
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• Intact Financial Corporation (IFC $313.75)
  • $313.75 Fwd P/E: 25.22X Cap: $55.63B
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• Fortis Inc. (FTS $64.02)
  • $64.02 Fwd P/E: 19.43X Cap: $32.11B
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• Metro Inc. (MRU $106.09)
  • $106.09 Fwd P/E: 23.69X Cap: $23.28B
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• North West Company Inc. (The) (NWC $47.66)
  • $47.66 Fwd P/E: 17.02X Cap: $2.27B
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• Premium Brands Holdings Corporation (PBH $82.86)
  • $82.86 Fwd P/E: 31.73X Cap: $3.72B
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• Hydro One Limited (H $49.40)
  • $49.40 Fwd P/E: 24.03X Cap: $29.62B
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• Nutrien Ltd. (NTR $83.02)
  • $83.02 Fwd P/E: 56.42X Cap: $40.47B
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• Arthur J. Gallagher & Co. (AJG $316.07)
  • $316.07 Fwd P/E: 49.09X Cap: $80.94B
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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 $534.71)
  • $534.71 Fwd P/E: 79.72X Cap: $191.64B
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• Microsoft Corporation (MSFT $497.72)
  • $497.72 Fwd P/E: 38.58X Cap: $3.69T
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• Booking Holdings Inc. (BKNG $5,815.92)
  • $5,815.92 Fwd P/E: 35.64X Cap: $189.25B
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• Salesforce Inc. (CRM $269.80)
  • $269.80 Fwd P/E: 42.59X Cap: $257.92B
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• Eli Lilly and Company (LLY $772.87)
  • $772.87 Fwd P/E: 63.52X Cap: $732.47B
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• Roper Technologies Inc. (ROP $565.18)
  • $565.18 Fwd P/E: 41.31X Cap: $60.85B
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• Constellation Software Inc. (CSU $4,998.97)
  • $4,998.97 Fwd P/E: 104.75X Cap: $105.93B
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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 $565.18)
  • $565.18 Fwd P/E: 41.31X Cap: $60.85B
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• United Rentals Inc. (URI $783.94)
  • $783.94 Fwd P/E: 20.55X Cap: $50.95B
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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