• Aon plc Class A (Ireland) (AON)
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• Chubb Limited (CB)
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• Marsh & McLennan Companies Inc. (MMC)
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Q: Noticing negative momentum in these names. Is it time to move on? Thank you!

Upvote 1

Read Answer Asked by Neil on June 27, 2025

• Intuitive Surgical Inc. (ISRG)
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• Chubb Limited (CB)
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• Rollins Inc. (ROL)
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• Axon Enterprise Inc. (AXON)
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• Brown & Brown Inc. (BRO)
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• Trane Technologies plc (TT)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Please rank following for a long term hold. Thanks

Upvote 7

Read Answer Asked by Ben on May 02, 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