United Rentals Inc. (URI)

United Rentals Inc. (URI $938.00)
- $938.00 P/E (TTM): 24.29X Cap: $60.35B
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Amazon.com Inc. (AMZN $228.15)
- $228.15 P/E (TTM): 34.78X Cap: $2.43T
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Costco Wholesale Corporation (COST $967.90)
- $967.90 P/E (TTM): 56.54X Cap: $429.24B
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Intuitive Surgical Inc. (ISRG $449.68)
- $449.68 P/E (TTM): 62.63X Cap: $161.19B
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NVIDIA Corporation (NVDA $177.82)
- $177.82 P/E (TTM): 57.36X Cap: $4.32T
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Booking Holdings Inc. (BKNG $5,458.32)
- $5,458.32 P/E (TTM): 38.05X Cap: $176.90B
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Amphenol Corporation (APH $118.68)
- $118.68 P/E (TTM): 47.28X Cap: $144.89B
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Salesforce Inc. (CRM $242.76)
- $242.76 P/E (TTM): 35.28X Cap: $231.10B
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Eli Lilly and Company (LLY $755.39)
- $755.39 P/E (TTM): 49.37X Cap: $714.94B
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United Rentals Inc. (URI $938.00)
- $938.00 P/E (TTM): 24.29X Cap: $60.35B
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WSP Global Inc. (WSP $288.28)
- $288.28 P/E (TTM): 46.91X Cap: $37.62B
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Axon Enterprise Inc. (AXON $756.13)
- $756.13 P/E (TTM): 186.98X Cap: $59.35B
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Celestica Inc. (CLS $241.77)
- $241.77 P/E (TTM): 53.85X Cap: $27.81B
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Thomson Reuters Corp (TRI $172.99)
- $172.99 P/E (TTM): 47.95X Cap: $78.01B
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Berkshire Hathaway Inc. (BRK.B $493.74)
- $493.74 P/E (TTM): 16.92X Cap: $1.06T
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Galaxy Digital Inc. Class A common stock (GLXY $41.14)
- $41.14 Cap: $15.48B
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Vertiv Holdings LLC Class A (VRT $134.84)
- $134.84 P/E (TTM): 64.52X Cap: $51.49B
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RTX Corporation (RTX $155.85)
- $155.85 P/E (TTM): 34.25X Cap: $208.61B
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Shift4 Payments Inc. Class A (FOUR $87.40)
- $87.40 P/E (TTM): 48.29X Cap: $7.72B
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BlackSky Technology Inc. Class A (BKSY $19.29)
- $19.29 Cap: $684M
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Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
- $93.80 P/E (TTM): 157.67X Cap: $140.31B
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Lumine Group Inc. (LMN $45.56)
- $45.56 P/E (TTM): 173.32X Cap: $11.69B
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Nebius Group N.V. (NBIS $90.41)
- $90.41 Cap: $21.52B
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Alphabet CDR (CAD Hedged) (GOOG $39.36)
- $39.36 P/E (TTM): 30.02X Cap: $4.03T
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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

Read Answer Asked by Nick on September 11, 2025

Alphabet Inc. (GOOG $241.38)
- $241.38 P/E (TTM): 25.73X Cap: $2.91T
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Micron Technology Inc. (MU $157.23)
- $157.23 P/E (TTM): 28.23X Cap: $175.96B
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NVIDIA Corporation (NVDA $177.82)
- $177.82 P/E (TTM): 57.36X Cap: $4.32T
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United Rentals Inc. (URI $938.00)
- $938.00 P/E (TTM): 24.29X Cap: $60.35B
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Celestica Inc. (CLS $334.53)
- $334.53 P/E (TTM): 53.85X Cap: $38.48B
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Advanced Micro Devices Inc. (AMD $158.57)
- $158.57 P/E (TTM): 90.61X Cap: $257.33B
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Axon Enterprise Inc. (AXON $756.13)
- $756.13 P/E (TTM): 186.98X Cap: $59.35B
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Shopify Inc. (SHOP $143.38)
- $143.38 P/E (TTM): 80.6X Cap: $186.42B
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Celsius Holdings Inc. (CELH $57.82)
- $57.82 P/E (TTM): 175.21X Cap: $14.91B
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Nebius Group N.V. (NBIS $90.41)
- $90.41 Cap: $21.52B
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Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks

Read Answer Asked by joseph on September 03, 2025

Alphabet Inc. (GOOG $241.38)
- $241.38 P/E (TTM): 25.73X Cap: $2.91T
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NVIDIA Corporation (NVDA $177.82)
- $177.82 P/E (TTM): 57.36X Cap: $4.32T
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United Rentals Inc. (URI $938.00)
- $938.00 P/E (TTM): 24.29X Cap: $60.35B
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Axon Enterprise Inc. (AXON $756.13)
- $756.13 P/E (TTM): 186.98X Cap: $59.35B
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Nebius Group N.V. (NBIS $90.41)
- $90.41 Cap: $21.52B
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Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.

Read Answer Asked by Kyle on August 25, 2025