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Investment Q&A

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Costco Wholesale Corporation (COST $980.98)
- $980.98 P/E (TTM): 57.3X Cap: $435.04B
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O'Reilly Automotive Inc. (ORLY $103.33)
- $103.33 P/E (TTM): 4.85X Cap: $88.33B
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Booking Holdings Inc. (BKNG $5,405.91)
- $5,405.91 P/E (TTM): 37.69X Cap: $175.20B
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AutoZone Inc. (AZO $4,035.16)
- $4,035.16 P/E (TTM): 25.87X Cap: $67.50B
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TJX Companies Inc. (The) (TJX $131.37)
- $131.37 P/E (TTM): 30.91X Cap: $146.55B
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Walmart Inc. (WMT $103.73)
- $103.73 P/E (TTM): 44.33X Cap: $827.80B
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Caseys General Stores Inc. (CASY $518.97)
- $518.97 P/E (TTM): 35.4X Cap: $19.29B
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Pool Corporation (POOL $305.68)
- $305.68 P/E (TTM): 28.15X Cap: $11.40B
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Revolve Group Inc. Class A (RVLV $19.64)
- $19.64 P/E (TTM): 31.32X Cap: $1.40B
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Mama's Creations Inc. (MAMA $8.02)
- $8.02 P/E (TTM): 72.91X Cap: $301M
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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 $1.76)
- $1.76 Cap: $450M
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Mama's Creations Inc. (MAMA $8.02)
- $8.02 P/E (TTM): 72.91X Cap: $301M
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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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