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Uber Technologies Inc. (UBER $96.31)
- $96.31 P/E (TTM): 16.66X Cap: $207.04B
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Eaton Corporation PLC (ETN $376.74)
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Nebius Group N.V. (NBIS $127.13)
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Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.
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Uber Technologies Inc. (UBER $96.31)
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Q: Any particular reason for the drop today?
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Eaton Corporation PLC (ETN $376.74)
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Honeywell International Inc. (HON $203.54)
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Uber Technologies Inc. (UBER $96.31)
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Jacobs Solutions Inc. (J $155.03)
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Trane Technologies plc (TT $419.67)
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RTX Corporation (RTX $163.56)
- $163.56 P/E (TTM): 37.2X Cap: $225.63B
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Q: Hi 5i, may I have your thoughts on Honeywell vs RTX? Looking for a US industrial and if you could list your top 5, looking for a large cap. Thx.
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