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Investment Q&A

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Costco Wholesale Corporation (COST $943.32)
- $943.32 P/E (TTM): 55.2X Cap: $418.34B
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O'Reilly Automotive Inc. (ORLY $103.68)
- $103.68 P/E (TTM): 9.03X Cap: $87.97B
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Booking Holdings Inc. (BKNG $5,599.05)
- $5,599.05 P/E (TTM): 39.4X Cap: $181.46B
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AutoZone Inc. (AZO $4,198.53)
- $4,198.53 P/E (TTM): 26.91X Cap: $70.23B
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TJX Companies Inc. (The) (TJX $136.61)
- $136.61 P/E (TTM): 32.26X Cap: $152.40B
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Walmart Inc. (WMT $96.98)
- $96.98 P/E (TTM): 41.07X Cap: $773.94B
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Caseys General Stores Inc. (CASY $494.52)
- $494.52 P/E (TTM): 33.83X Cap: $18.38B
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Pool Corporation (POOL $310.71)
- $310.71 P/E (TTM): 29.0X Cap: $11.59B
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Revolve Group Inc. Class A (RVLV $22.37)
- $22.37 P/E (TTM): 36.19X Cap: $1.59B
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Mama's Creations Inc. (MAMA $7.98)
- $7.98 P/E (TTM): 73.45X Cap: $300M
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Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Read Answer Asked by Sean on November 27, 2024

Gossamer Bio Inc. (GOSS $2.47)
- $2.47 Cap: $559M
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Mama's Creations Inc. (MAMA $7.98)
- $7.98 P/E (TTM): 73.45X Cap: $300M
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Q: Can you please provide your assessment of investment into these two companies.

Read Answer Asked by Imtiaz on September 12, 2024

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