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Investment Q&A

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Costco Wholesale Corporation (COST $884.14)
- $884.14 P/E (TTM): 63.78X Cap: $387.52B
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O'Reilly Automotive Inc. (ORLY $94.11)
- $94.11 P/E (TTM): 32.65X Cap: $79.03B
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Booking Holdings Inc. (BKNG $5,260.07)
- $5,260.07 P/E (TTM): 33.85X Cap: $170.10B
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AutoZone Inc. (AZO $3,489.24)
- $3,489.24 P/E (TTM): 29.99X Cap: $56.90B
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TJX Companies Inc. (The) (TJX $155.37)
- $155.37 P/E (TTM): 35.01X Cap: $172.86B
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Walmart Inc. (WMT $115.75)
- $115.75 P/E (TTM): 43.26X Cap: $902.06B
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Caseys General Stores Inc. (CASY $542.04)
- $542.04 P/E (TTM): 36.11X Cap: $19.76B
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Pool Corporation (POOL $240.13)
- $240.13 P/E (TTM): 21.23X Cap: $8.92B
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Revolve Group Inc. Class A (RVLV $28.57)
- $28.57 P/E (TTM): 37.22X Cap: $2.05B
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Mama's Creations Inc. (MAMA $13.49)
- $13.49 P/E (TTM): 130.18X Cap: $466M
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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 $3.61)
- $3.61 Cap: $807M
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Mama's Creations Inc. (MAMA $13.49)
- $13.49 P/E (TTM): 130.18X Cap: $466M
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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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