• Alcoa Corporation (AA $31.09)
  • $31.09 Fwd P/E: 8.44X Cap: $8.04B
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• Caterpillar Inc. (CAT $405.92)
  • $405.92 Fwd P/E: 19.92X Cap: $192.34B
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• Eaton Corporation PLC (ETN $360.62)
  • $360.62 Fwd P/E: 36.09X Cap: $141.11B
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• Lockheed Martin Corporation (LMT $467.51)
  • $467.51 Fwd P/E: 20.01X Cap: $109.53B
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• Parker-Hannifin Corporation (PH $714.91)
  • $714.91 Fwd P/E: 27.45X Cap: $91.34B
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• Eagle Materials Inc (EXP $223.42)
  • $223.42 Fwd P/E: 16.47X Cap: $7.41B
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• Trane Technologies plc (TT $437.50)
  • $437.50 Fwd P/E: 36.18X Cap: $97.57B
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• RTX Corporation (RTX $146.87)
  • $146.87 Fwd P/E: 42.93X Cap: $196.21B
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Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Upvote 3

Read Answer Asked by Andrew on April 08, 2025

• Caterpillar Inc. (CAT $405.92)
  • $405.92 Fwd P/E: 19.92X Cap: $192.34B
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• Deere & Company (DE $512.41)
  • $512.41 Fwd P/E: 25.09X Cap: $140.61B
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Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.

Upvote 1

Read Answer Asked by Menaka on March 10, 2025

• Caterpillar Inc. (CAT $405.92)
  • $405.92 Fwd P/E: 19.92X Cap: $192.34B
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• Chubb Limited (CB $278.05)
  • $278.05 Fwd P/E: 13.51X Cap: $111.42B
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• Deere & Company (DE $512.41)
  • $512.41 Fwd P/E: 25.09X Cap: $140.61B
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• Duke Energy Corporation (Holding Company) (DUK $117.46)
  • $117.46 Fwd P/E: 19.6X Cap: $91.29B
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• Ecolab Inc. (ECL $266.96)
  • $266.96 Fwd P/E: 36.3X Cap: $75.63B
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• Coca-Cola Company (The) (KO $69.87)
  • $69.87 Fwd P/E: 28.02X Cap: $300.73B
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• NextEra Energy Inc. (NEE $74.40)
  • $74.40 Fwd P/E: 27.96X Cap: $153.16B
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• Procter & Gamble Company (The) (PG $157.05)
  • $157.05 Fwd P/E: 25.16X Cap: $368.21B
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• Progressive Corporation (The) (PGR $244.98)
  • $244.98 Fwd P/E: 16.82X Cap: $143.61B
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• Roper Technologies Inc. (ROP $547.46)
  • $547.46 Fwd P/E: 39.64X Cap: $58.86B
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• Walmart Inc. (WMT $94.40)
  • $94.40 Fwd P/E: 40.54X Cap: $753.35B
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• Xylem Inc. New (XYL $130.95)
  • $130.95 Fwd P/E: 35.47X Cap: $31.86B
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• Loblaw Companies Limited (L $221.63)
  • $221.63 Fwd P/E: 31.0X Cap: $66.87B
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• Sun Life Financial Inc. (SLF $85.00)
  • $85.00 Fwd P/E: 15.5X Cap: $48.31B
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• Dollarama Inc. (DOL $190.07)
  • $190.07 Fwd P/E: 43.52X Cap: $52.69B
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• Intact Financial Corporation (IFC $309.37)
  • $309.37 Fwd P/E: 24.98X Cap: $55.18B
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• Fortis Inc. (FTS $64.61)
  • $64.61 Fwd P/E: 19.47X Cap: $32.40B
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• Metro Inc. (MRU $104.51)
  • $104.51 Fwd P/E: 23.59X Cap: $22.93B
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• North West Company Inc. (The) (NWC $47.63)
  • $47.63 Fwd P/E: 16.97X Cap: $2.28B
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• Premium Brands Holdings Corporation (PBH $83.13)
  • $83.13 Fwd P/E: 31.81X Cap: $3.77B
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• Hydro One Limited (H $49.16)
  • $49.16 Fwd P/E: 24.24X Cap: $29.48B
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• Nutrien Ltd. (NTR $83.44)
  • $83.44 Fwd P/E: 56.84X Cap: $40.52B
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• Arthur J. Gallagher & Co. (AJG $311.54)
  • $311.54 Fwd P/E: 48.39X Cap: $80.30B
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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