Q: Can I get a current view on AJG?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Costco Wholesale Corporation (COST $941.19)
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Progressive Corporation (The) (PGR $247.53)
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United Rentals Inc. (URI $803.25)
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Walmart Inc. (WMT $95.68)
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Caseys General Stores Inc. (CASY $524.00)
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Axon Enterprise Inc. (AXON $705.22)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Comfort Systems USA Inc. (FIX $547.91)
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Brown & Brown Inc. (BRO $103.18)
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Robinhood Markets Inc. (HOOD $102.08)
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Skyward Specialty Insurance Group Inc. (SKWD $52.55)
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
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
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Caterpillar Inc. (CAT $427.59)
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Chubb Limited (CB $270.15)
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Deere & Company (DE $515.17)
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Duke Energy Corporation (Holding Company) (DUK $119.51)
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Ecolab Inc. (ECL $268.50)
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Coca-Cola Company (The) (KO $69.16)
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NextEra Energy Inc. (NEE $72.82)
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Procter & Gamble Company (The) (PG $158.28)
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Progressive Corporation (The) (PGR $247.53)
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Roper Technologies Inc. (ROP $557.02)
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Walmart Inc. (WMT $95.68)
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Xylem Inc. New (XYL $131.77)
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Loblaw Companies Limited (L $217.51)
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Sun Life Financial Inc. (SLF $85.11)
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Dollarama Inc. (DOL $185.83)
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Intact Financial Corporation (IFC $303.00)
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Fortis Inc. (FTS $66.30)
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Metro Inc. (MRU $103.85)
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North West Company Inc. (The) (NWC $46.67)
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Premium Brands Holdings Corporation (PBH $89.64)
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Hydro One Limited (H $48.63)
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Nutrien Ltd. (NTR $82.48)
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Arthur J. Gallagher & Co. (AJG $310.79)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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Booking Holdings Inc. (BKNG $5,736.32)
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Eli Lilly and Company (LLY $798.89)
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Dollarama Inc. (DOL $185.83)
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Toromont Industries Ltd. (TIH $132.35)
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TerraVest Industries Inc. (TVK $167.56)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $139.54)
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Rollins Inc. (ROL $55.16)
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Fair Isaac Corporation (FICO $1,531.26)
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Transdigm Group Incorporated (TDG $1,597.75)
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Axon Enterprise Inc. (AXON $705.22)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Brown & Brown Inc. (BRO $103.18)
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Heico Corporation (HEI $321.46)
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Propel Holdings Inc. (PRL $36.26)
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
Q: Can you comment on the prospects for this name?
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Booking Holdings Inc. (BKNG $5,736.32)
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NextEra Energy Inc. (NEE $72.82)
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Axon Enterprise Inc. (AXON $705.22)
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Arthur J. Gallagher & Co. (AJG $310.79)
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CrowdStrike Holdings Inc. (CRWD $461.52)
Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.
Thanks as always.
Thanks as always.
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CME Group Inc. (CME $276.48)
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BlackRock Inc. (BLK $1,120.37)
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goeasy Ltd. (GSY $179.65)
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KKR & Co. Inc. (KKR $148.26)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Galaxy Digital Inc. Class A common stock (GLXY $42.19)
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Interactive Brokers Group Inc. (IBKR $63.32)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.12)
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Fiserv Inc. (FI $143.00)
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Happy New Year and thanks.
.
Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you
thank you
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Aon plc Class A (Ireland) (AON $357.28)
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Chubb Limited (CB $270.15)
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Marsh & McLennan Companies Inc. (MMC $209.80)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Brown & Brown Inc. (BRO $103.18)
Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
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AFLAC Incorporated (AFL $102.89)
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Sun Life Financial Inc. (SLF $85.11)
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Intact Financial Corporation (IFC $303.00)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Corebridge Financial Inc. (CRBG $35.38)
Q: it seems that some US insurance stocks are picking up some momentum now. i used to own AFL but switched it to AJG, but now own both again. what do you think of CRBG ? in the past i also used to own IFC and SLF but sold them for lack of growth. can you recommend any other CAN or US insurance stocks that have some capital gain in the last year or so ? thank you very much - nick
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Intuit Inc. (INTU $776.00)
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NVIDIA Corporation (NVDA $170.78)
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Booking Holdings Inc. (BKNG $5,736.32)
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Salesforce Inc. (CRM $267.22)
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Constellation Software Inc. (CSU $4,844.17)
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WSP Global Inc. (WSP $285.62)
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Parkland Corporation (PKI $38.11)
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Alimentation Couche-Tard Inc. (ATD $76.27)
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EQB Inc. (EQB $103.75)
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Blackstone Inc. (BX $171.96)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Berkshire Hathaway Inc. (BRK.B $482.63)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Aon plc Class A (Ireland) (AON $357.28)
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Chubb Limited (CB $270.15)
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Marsh & McLennan Companies Inc. (MMC $209.80)
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The Travelers Companies Inc. (TRV $264.74)
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Manulife Financial Corporation (MFC $42.58)
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Sun Life Financial Inc. (SLF $85.11)
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Intact Financial Corporation (IFC $303.00)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Brown & Brown Inc. (BRO $103.18)
Q: Hi 5i,
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
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Aon plc Class A (Ireland) (AON $357.28)
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Trisura Group Ltd. (TSU $44.79)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Kinsale Capital Group Inc. (KNSL $479.18)
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RLI Corp. (DE) (RLI $69.17)
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Brown & Brown Inc. (BRO $103.18)
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Tks
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Intuitive Surgical Inc. (ISRG $501.95)
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NVIDIA Corporation (NVDA $170.78)
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QUALCOMM Incorporated (QCOM $159.88)
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AbbVie Inc. (ABBV $190.55)
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ConocoPhillips (COP $95.04)
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Mastercard Incorporated (MA $562.09)
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Marsh & McLennan Companies Inc. (MMC $209.80)
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Visa Inc. (V $355.29)
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Advanced Micro Devices Inc. (AMD $158.65)
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MercadoLibre Inc. (MELI $2,394.43)
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Texas Pacific Land Corporation (TPL $931.28)
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STMicroelectronics N.V. (STM $31.77)
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Arista Networks Inc. (ANET $113.04)
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Arthur J. Gallagher & Co. (AJG $310.79)
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Kinsale Capital Group Inc. (KNSL $479.18)
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Brown & Brown Inc. (BRO $103.18)
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Lantheus Holdings Inc. (LNTH $73.31)
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Cheniere Energy Inc. (LNG $223.29)
Q: Hi there,
I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.
I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.
I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.
I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.
What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,
Jason
I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.
I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.
I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.
I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.
What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,
Jason