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Shift4 Payments Inc. Class A (FOUR $78.56)
- $78.56 P/E (TTM): 43.15X Cap: $7.03B
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Shift4 Payments Inc. Class A (FOUR $78.56)
- $78.56 P/E (TTM): 43.15X Cap: $7.03B
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AppFolio Inc. (APPF $233.24)
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Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!
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Eli Lilly and Company (LLY $852.20)
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United Rentals Inc. (URI $983.14)
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WSP Global Inc. (WSP $278.10)
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Axon Enterprise Inc. (AXON $739.05)
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Berkshire Hathaway Inc. (BRK.B $498.20)
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Galaxy Digital Inc. Class A common stock (GLXY $56.70)
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Vertiv Holdings LLC Class A (VRT $165.70)
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RTX Corporation (RTX $166.50)
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Shift4 Payments Inc. Class A (FOUR $78.56)
- $78.56 P/E (TTM): 43.15X Cap: $7.03B
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BlackSky Technology Inc. Class A (BKSY $30.02)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.65)
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Lumine Group Inc. (LMN $39.67)
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Nebius Group N.V. (NBIS $124.63)
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Alphabet CDR (CAD Hedged) (GOOG $39.27)
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Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)
Thanks so much
Thanks so much
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Alphabet Inc. (GOOG $240.82)
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Microsoft Corporation (MSFT $521.69)
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Eli Lilly and Company (LLY $852.20)
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UnitedHealth Group Incorporated (DE) (UNH $373.12)
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MercadoLibre Inc. (MELI $2,198.71)
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Crocs Inc. (CROX $80.54)
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Uber Technologies Inc. (UBER $98.09)
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Datadog Inc. (DDOG $163.36)
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Shift4 Payments Inc. Class A (FOUR $78.56)
- $78.56 P/E (TTM): 43.15X Cap: $7.03B
- View FOUR Profile
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Nebius Group N.V. (NBIS $124.63)
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Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,
Jason
Jason
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