United Rentals Inc. (URI)

United Rentals Inc. (URI $814.28)
- $814.28 Fwd P/E: 21.12X Cap: $52.92B
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Costco Wholesale Corporation (COST $970.33)
- $970.33 Fwd P/E: 56.68X Cap: $430.31B
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Progressive Corporation (The) (PGR $244.98)
- $244.98 Fwd P/E: 16.52X Cap: $143.61B
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United Rentals Inc. (URI $814.28)
- $814.28 Fwd P/E: 21.12X Cap: $52.92B
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Walmart Inc. (WMT $94.40)
- $94.40 Fwd P/E: 40.34X Cap: $753.35B
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Caseys General Stores Inc. (CASY $516.59)
- $516.59 Fwd P/E: 35.24X Cap: $19.20B
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Axon Enterprise Inc. (AXON $729.62)
- $729.62 Fwd P/E: 176.24X Cap: $56.80B
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Arthur J. Gallagher & Co. (AJG $311.54)
- $311.54 Fwd P/E: 48.08X Cap: $79.78B
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Comfort Systems USA Inc. (FIX $539.50)
- $539.50 Fwd P/E: 32.36X Cap: $19.03B
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Brown & Brown Inc. (BRO $106.75)
- $106.75 Fwd P/E: 29.74X Cap: $30.59B
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Robinhood Markets Inc. (HOOD $98.34)
- $98.34 Fwd P/E: 56.19X Cap: $86.78B
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Skyward Specialty Insurance Group Inc. (SKWD $52.13)
- $52.13 Fwd P/E: 17.49X Cap: $2.10B
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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

Read Answer Asked by Karim on June 23, 2025

Apple Inc. (AAPL $211.16)
- $211.16 Fwd P/E: 32.89X Cap: $3.15T
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Amazon.com Inc. (AMZN $225.02)
- $225.02 Fwd P/E: 36.65X Cap: $2.38T
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Meta Platforms Inc. (META $717.51)
- $717.51 Fwd P/E: 28.05X Cap: $1.80T
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Alphabet Inc. (GOOG $181.31)
- $181.31 Fwd P/E: 20.24X Cap: $2.20T
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Microsoft Corporation (MSFT $503.32)
- $503.32 Fwd P/E: 38.93X Cap: $3.74T
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Netflix Inc. (NFLX $1,245.11)
- $1,245.11 Fwd P/E: 58.84X Cap: $530.02B
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NVIDIA Corporation (NVDA $164.92)
- $164.92 Fwd P/E: 53.2X Cap: $4.02T
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Booking Holdings Inc. (BKNG $5,717.10)
- $5,717.10 Fwd P/E: 35.64X Cap: $186.03B
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Eli Lilly and Company (LLY $793.01)
- $793.01 Fwd P/E: 64.52X Cap: $751.56B
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UnitedHealth Group Incorporated (DE) (UNH $304.10)
- $304.10 Fwd P/E: 12.73X Cap: $275.86B
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United Rentals Inc. (URI $814.28)
- $814.28 Fwd P/E: 21.12X Cap: $52.92B
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Tesla Inc. (TSLA $313.51)
- $313.51 Fwd P/E: 172.26X Cap: $1T
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KKR & Co. Inc. (KKR $141.05)
- $141.05 Fwd P/E: 60.8X Cap: $125.62B
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Advanced Micro Devices Inc. (AMD $146.42)
- $146.42 Fwd P/E: 106.88X Cap: $237.40B
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Arista Networks Inc. (ANET $108.57)
- $108.57 Fwd P/E: 45.81X Cap: $136.35B
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ASML Holding N.V. (ASML $801.93)
- $801.93 Fwd P/E: 36.22X Cap: $315.38B
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Powell Industries Inc. (POWL $212.62)
- $212.62 Fwd P/E: 14.93X Cap: $2.56B
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CrowdStrike Holdings Inc. (CRWD $478.45)
- $478.45 Cap: $119.25B
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Cellebrite DI Ltd. (CLBT $14.59)
- $14.59 Cap: $3.49B
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Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Read Answer Asked by Adam on May 20, 2025

United Rentals Inc. (URI $814.28)
- $814.28 Fwd P/E: 21.12X Cap: $52.92B
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Transdigm Group Incorporated (TDG $1,543.04)
- $1,543.04 Fwd P/E: 52.06X Cap: $86.66B
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Axon Enterprise Inc. (AXON $729.62)
- $729.62 Fwd P/E: 176.24X Cap: $56.80B
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Construction Partners Inc. (ROAD $105.23)
- $105.23 Fwd P/E: 90.72X Cap: $5.89B
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Vertiv Holdings LLC Class A (VRT $123.30)
- $123.30 Fwd P/E: 71.69X Cap: $46.99B
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Carrier Global Corporation (CARR $76.62)
- $76.62 Fwd P/E: 51.08X Cap: $65.68B
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Q: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!

Read Answer Asked by Stefan on May 16, 2025