• Meta Platforms Inc. (META)
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• Netflix Inc. (NFLX)
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• Booking Holdings Inc. (BKNG)
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• Tractor Supply Company (TSCO)
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• AutoZone Inc. (AZO)
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• Deere & Company (DE)
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• Ecolab Inc. (ECL)
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• Sherwin-Williams Company (The) (SHW)
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• Trane Technologies plc (TT)
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Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.

Upvote 21

Read Answer Asked by Ahmed on April 01, 2024

• TerraVest Industries Inc. (TVK)
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• Trane Technologies plc (TT)
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Q: With the HVAC component in each of these companies, would there be too much overlap holding both?

Thanks.

Upvote 2

Read Answer Asked by Alan on March 25, 2024

• Stantec Inc. (STN)
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• Comfort Systems USA Inc. (FIX)
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• SPX Technologies Inc. (SPXC)
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• TopBuild Corp. (BLD)
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• Trane Technologies plc (TT)
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Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?

Upvote 3

Read Answer Asked by Graeme on March 13, 2024