• Alcoa Corporation (AA)
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• Caterpillar Inc. (CAT)
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• Eaton Corporation PLC (ETN)
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• Lockheed Martin Corporation (LMT)
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• Parker-Hannifin Corporation (PH)
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• Eagle Materials Inc (EXP)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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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)
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• Deere & Company (DE)
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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)
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• Chubb Limited (CB)
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• Deere & Company (DE)
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• Duke Energy Corporation (Holding Company) (DUK)
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• Ecolab Inc. (ECL)
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• Coca-Cola Company (The) (KO)
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• NextEra Energy Inc. (NEE)
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• Procter & Gamble Company (The) (PG)
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• Progressive Corporation (The) (PGR)
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• Roper Technologies Inc. (ROP)
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• Walmart Inc. (WMT)
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• Xylem Inc. New (XYL)
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• Loblaw Companies Limited (L)
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• Sun Life Financial Inc. (SLF)
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• Dollarama Inc. (DOL)
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• Intact Financial Corporation (IFC)
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• Fortis Inc. (FTS)
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• Metro Inc. (MRU)
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• North West Company Inc. (The) (NWC)
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• Premium Brands Holdings Corporation (PBH)
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• Hydro One Limited (H)
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• Nutrien Ltd. (NTR)
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• Arthur J. Gallagher & Co. (AJG)
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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