• Booking Holdings Inc. (BKNG)
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• Deere & Company (DE)
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• Canadian National Railway Company (CNR)
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• Canadian Natural Resources Limited (CNQ)
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• T-Mobile US Inc. (TMUS)
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• Fiserv Inc. (FI)
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Q: Looking for your advice on stocks with accelerating capital returns, excluding IT, for 5 year hold.

Upvote 5

Read Answer Asked by sam on June 05, 2024

• Adobe Inc. (ADBE)
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• O'Reilly Automotive Inc. (ORLY)
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• Booking Holdings Inc. (BKNG)
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• AutoZone Inc. (AZO)
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• Ulta Beauty Inc. (ULTA)
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• Axon Enterprise Inc. (AXON)
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• Ares Management Corporation Class A (ARES)
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• Old Dominion Freight Line Inc. (ODFL)
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• Heico Corporation (HEI)
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• Uber Technologies Inc. (UBER)
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• Airbnb Inc. (ABNB)
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• Fiserv Inc. (FI)
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Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Upvote 28

Read Answer Asked by Esther on May 27, 2024

• UnitedHealth Group Incorporated (DE) (UNH)
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• Align Technology Inc. (ALGN)
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• Arch Capital Group Ltd. (ACGL)
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• Interactive Brokers Group Inc. (IBKR)
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• Elevance Health Inc. (ELV)
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• Fiserv Inc. (FI)
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Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??

Upvote 8

Read Answer Asked by Chris on March 12, 2024