• Costco Wholesale Corporation (COST $985.84)
  • $985.84 Fwd P/E: 57.95X Cap: $437.19B
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• Progressive Corporation (The) (PGR $251.64)
  • $251.64 Fwd P/E: 17.1X Cap: $147.51B
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• United Rentals Inc. (URI $791.48)
  • $791.48 Fwd P/E: 20.33X Cap: $51.44B
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• Walmart Inc. (WMT $97.09)
  • $97.09 Fwd P/E: 42.46X Cap: $774.81B
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• Caseys General Stores Inc. (CASY $512.30)
  • $512.30 Fwd P/E: 35.89X Cap: $19.04B
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• Axon Enterprise Inc. (AXON $790.22)
  • $790.22 Fwd P/E: 193.76X Cap: $61.51B
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• Arthur J. Gallagher & Co. (AJG $313.76)
  • $313.76 Fwd P/E: 48.78X Cap: $80.35B
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• Comfort Systems USA Inc. (FIX $527.42)
  • $527.42 Fwd P/E: 32.48X Cap: $18.60B
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• Brown & Brown Inc. (BRO $107.25)
  • $107.25 Fwd P/E: 30.03X Cap: $31.15B
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• Robinhood Markets Inc. (HOOD $91.27)
  • $91.27 Fwd P/E: 28.06X Cap: $80.54B
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• Skyward Specialty Insurance Group Inc. (SKWD $54.68)
  • $54.68 Fwd P/E: 18.43X Cap: $2.20B
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Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.

Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.

Thank you

Upvote 22

Read Answer Asked by Karim on June 23, 2025

• Comfort Systems USA Inc. (FIX $527.42)
  • $527.42 Fwd P/E: 32.48X Cap: $18.60B
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Q: Could you please comment on their quarterly results, thank you.

Upvote 3

Read Answer Asked by Cheryl on April 28, 2025

• Axon Enterprise Inc. (AXON $790.22)
  • $790.22 Fwd P/E: 193.76X Cap: $61.51B
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• Curtiss-Wright Corporation (CW $481.23)
  • $481.23 Fwd P/E: 43.72X Cap: $18.07B
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• Comfort Systems USA Inc. (FIX $527.42)
  • $527.42 Fwd P/E: 32.48X Cap: $18.60B
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• Construction Partners Inc. (ROAD $102.54)
  • $102.54 Fwd P/E: 92.38X Cap: $5.74B
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• Sterling Infrastructure Inc. (STRL $227.02)
  • $227.02 Fwd P/E: 27.72X Cap: $6.90B
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• IES Holdings Inc. (IESC $293.78)
  • $293.78 Fwd P/E: 34.29X Cap: $6.08B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • Fwd P/E: 58.91X
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• Trane Technologies plc (TT $426.89)
  • $426.89 Fwd P/E: 36.19X Cap: $95.20B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025