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Uber Technologies Inc. (UBER $92.30)
- $92.30 P/E (TTM): 15.72X Cap: $192.48B
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Eaton Corporation PLC (ETN $373.30)
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Nebius Group N.V. (NBIS $113.44)
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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 $92.30)
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Q: Any particular reason for the drop today?
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Eaton Corporation PLC (ETN $373.30)
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Honeywell International Inc. (HON $202.96)
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Uber Technologies Inc. (UBER $92.30)
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Jacobs Solutions Inc. (J $155.39)
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Trane Technologies plc (TT $415.82)
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RTX Corporation (RTX $157.95)
- $157.95 P/E (TTM): 34.71X Cap: $211.42B
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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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