Investment Q&A

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Eli Lilly and Company (LLY $883.96)
  • $883.96 P/E (TTM): 39.98X Cap: $835.18B
  • View LLY Profile
  • View Questions on LLY

Q: Hi Guys,

Thoughts about selling LLY ( 1/2 a position) and adding to CAT to make it a full position. 3 to 5 year time frame, balance portfolio.

thanks

Jim

Upvote 6

Read Answer Asked by jim on April 17, 2026

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Chevron Corporation (CVX $185.21)
  • $185.21 P/E (TTM): 28.3X Cap: $368.99B
  • View CVX Profile
  • View Questions on CVX
• Union Pacific Corporation (UNP $268.70)
  • $268.70 P/E (TTM): 22.66X Cap: $159.53B
  • View UNP Profile
  • View Questions on UNP
• Exxon Mobil Corporation (XOM $148.91)
  • $148.91 P/E (TTM): 22.47X Cap: $620.47B
  • View XOM Profile
  • View Questions on XOM
• Canadian National Railway Company (CNR $156.71)
  • $156.71 P/E (TTM): 20.61X Cap: $95.71B
  • View CNR Profile
  • View Questions on CNR
• Enbridge Inc. (ENB $72.86)
  • $72.86 P/E (TTM): 21.92X Cap: $159B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $77.03)
  • $77.03 P/E (TTM): 22.2X Cap: $39.21B
  • View FTS Profile
  • View Questions on FTS
• iShares S&P/TSX Global Gold Index ETF (XGD $57.56)
  • $57.56 P/E (TTM): 24.93X Cap: $3.87B
  • View XGD Profile
  • View Questions on XGD
• BMO Equal Weight Banks Index ETF (ZEB $65.28)
  • $65.28 P/E (TTM): 15.44X Cap: $5.25B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Industrials Index ETF (ZIN $56.37)
  • $56.37 P/E (TTM): 20.48X Cap: $55M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $69.20)
  • $69.20 P/E (TTM): 27.98X Cap: $153M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Energy Index ETF (XEG $25.43)
  • $25.43 P/E (TTM): 12.58X Cap: $2.35B
  • View XEG Profile
  • View Questions on XEG
• Hydro One Limited (H $58.28)
  • $58.28 P/E (TTM): 26.18X Cap: $34.95B
  • View H Profile
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• Nutrien Ltd. (NTR $97.86)
  • $97.86 P/E (TTM): 32.77X Cap: $47.16B
  • View NTR Profile
  • View Questions on NTR
• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.26)
  • $24.26 P/E (TTM): 25.45X Cap: $33M
  • View STPL Profile
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• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $36.30)
  • $36.30 Cap: $43M
  • View MTRX Profile
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• iShares Global Energy ETF (IXC $54.26)
  • $54.26 P/E (TTM): 18.08X Cap: $2.76B
  • View IXC Profile
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Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you

Upvote 25

Read Answer Asked by Dick on March 03, 2026

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Chevron Corporation (CVX $185.21)
  • $185.21 P/E (TTM): 28.3X Cap: $368.99B
  • View CVX Profile
  • View Questions on CVX
• Union Pacific Corporation (UNP $268.70)
  • $268.70 P/E (TTM): 22.66X Cap: $159.53B
  • View UNP Profile
  • View Questions on UNP
• Exxon Mobil Corporation (XOM $148.91)
  • $148.91 P/E (TTM): 22.47X Cap: $620.47B
  • View XOM Profile
  • View Questions on XOM
• Canadian National Railway Company (CNR $156.71)
  • $156.71 P/E (TTM): 20.61X Cap: $95.71B
  • View CNR Profile
  • View Questions on CNR
• Enbridge Inc. (ENB $72.86)
  • $72.86 P/E (TTM): 21.92X Cap: $159B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Fortis Inc. (FTS $77.03)
  • $77.03 P/E (TTM): 22.2X Cap: $39.21B
  • View FTS Profile
  • View Questions on FTS
• Hydro One Limited (H $58.28)
  • $58.28 P/E (TTM): 26.18X Cap: $34.95B
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR $97.86)
  • $97.86 P/E (TTM): 32.77X Cap: $47.16B
  • View NTR Profile
  • View Questions on NTR
• Comfort Systems USA Inc. (FIX $1,726.12)
  • $1,726.12 P/E (TTM): 61.38X Cap: $60.76B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $323.46)
  • $323.46 P/E (TTM): 94.35X Cap: $124.24B
  • View VRT Profile
  • View Questions on VRT
• Constellation Energy Corporation (CEG $313.53)
  • $313.53 P/E (TTM): 39.56X Cap: $98.23B
  • View CEG Profile
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Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Upvote 32

Read Answer Asked by Yves on February 20, 2026

• PACCAR Inc. (PCAR $127.00)
  • $127.00 P/E (TTM): 28.15X Cap: $66.83B
  • View PCAR Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• CNH Industrial N.V. (CNH)
  • P/E (TTM): 6.07X Cap: $14.80B
  • View CNH Profile
  • View Questions on CNH
• AGCO Corporation (AGCO $116.13)
  • $116.13 P/E (TTM): 12.27X Cap: $8.56B
  • View AGCO Profile
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• Terex Corporation (TEX $62.59)
  • $62.59 P/E (TTM): 18.86X Cap: $7.14B
  • View TEX Profile
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• IDEX Corporation (IEX $204.74)
  • $204.74 P/E (TTM): 32.24X Cap: $15.10B
  • View IEX Profile
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Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.

Upvote 1

Read Answer Asked by Ken on February 18, 2026

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $99.63)
  • $99.63 P/E (TTM): 20.08X Cap: $13.03B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $209.56)
  • $209.56 P/E (TTM): 34.71X Cap: $17.06B
  • View TIH Profile
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  • View Reports on TIH

Q: Which of CAT, FTT, and TIH do you see as the best performer over the next year? Thanks for your insight.
Ian

Upvote 4

Read Answer Asked by Ian on January 27, 2026

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $99.63)
  • $99.63 P/E (TTM): 20.08X Cap: $13.03B
  • View FTT Profile
  • View Questions on FTT

Q: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?

We already own Finning International, having taken a 4% position, just before recent quarterly results.

Could you contrast the two companies from stability/growth/valuation perspective ?

Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?

Thank You

Upvote 3

Read Answer Asked by rajeev on January 15, 2026

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• GE Aerospace (GE $284.60)
  • $284.60 P/E (TTM): 34.77X Cap: $296.93B
  • View GE Profile
  • View Questions on GE
• Eli Lilly and Company (LLY $883.96)
  • $883.96 P/E (TTM): 39.98X Cap: $835.18B
  • View LLY Profile
  • View Questions on LLY
• Parker-Hannifin Corporation (PH $974.47)
  • $974.47 P/E (TTM): 35.52X Cap: $122.99B
  • View PH Profile
  • View Questions on PH
• Finning International Inc. (FTT $99.63)
  • $99.63 P/E (TTM): 20.08X Cap: $13.03B
  • View FTT Profile
  • View Questions on FTT
• Badger Infrastructure Solutions Ltd. (BDGI $63.71)
  • $63.71 P/E (TTM): 26.34X Cap: $2.14B
  • View BDGI Profile
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  • View Reports on BDGI
• Flex Ltd. (FLEX $91.41)
  • $91.41 P/E (TTM): 39.14X Cap: $33.60B
  • View FLEX Profile
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• Curtiss-Wright Corporation (CW $717.53)
  • $717.53 P/E (TTM): 56.37X Cap: $26.23B
  • View CW Profile
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• RTX Corporation (RTX $174.26)
  • $174.26 P/E (TTM): 33.64X Cap: $234.67B
  • View RTX Profile
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• GE Vernova Inc. (GEV $1,149.19)
  • $1,149.19 P/E (TTM): 64.98X Cap: $308.81B
  • View GEV Profile
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• Howmet Aerospace Inc. (HWM $242.44)
  • $242.44 P/E (TTM): 66.35X Cap: $97.14B
  • View HWM Profile
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Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Upvote 3

Read Answer Asked by Graeme on November 21, 2025

• Alphabet Inc. (GOOG $342.32)
  • $342.32 P/E (TTM): 31.24X Cap: $4.09T
  • View GOOG Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Home Depot Inc. (The) (HD $335.89)
  • $335.89 P/E (TTM): 23.9X Cap: $334.55B
  • View HD Profile
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• McDonald's Corporation (MCD $299.36)
  • $299.36 P/E (TTM): 25.32X Cap: $212.79B
  • View MCD Profile
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• United Rentals Inc. (URI $974.41)
  • $974.41 P/E (TTM): 25.56X Cap: $61.04B
  • View URI Profile
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• Bank of Nova Scotia (The) (BNS $103.54)
  • $103.54 P/E (TTM): 19.98X Cap: $127.61B
  • View BNS Profile
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  • View Reports on BNS
• TMX Group Limited (X $54.09)
  • $54.09 P/E (TTM): 36.62X Cap: $15.04B
  • View X Profile
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  • View Reports on X
• goeasy Ltd. (GSY $31.66)
  • $31.66 P/E (TTM): 2.33X Cap: $525M
  • View GSY Profile
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  • View Reports on GSY
• Boyd Group Services Inc. (BYD $162.66)
  • $162.66 P/E (TTM): 143.32X Cap: $4.52B
  • View BYD Profile
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• Dominion Lending Centres Inc. (DLCG $9.82)
  • $9.82 Cap: $763M
  • View DLCG Profile
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Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit

Upvote 16

Read Answer Asked by DAVID on November 18, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Fluor Corporation (FLR $48.23)
  • $48.23 Cap: $6.92B
  • View FLR Profile
  • View Questions on FLR
• Quanta Services Inc. (PWR $624.84)
  • $624.84 P/E (TTM): 93.15X Cap: $93.76B
  • View PWR Profile
  • View Questions on PWR
• Vulcan Materials Company (Holding Company) (VMC $292.07)
  • $292.07 P/E (TTM): 36.09X Cap: $37.84B
  • View VMC Profile
  • View Questions on VMC
• Xylem Inc. New (XYL $121.46)
  • $121.46 P/E (TTM): 31.04X Cap: $29.53B
  • View XYL Profile
  • View Questions on XYL
• Generac Holdlings Inc. (GNRC $220.93)
  • $220.93 P/E (TTM): 81.18X Cap: $12.96B
  • View GNRC Profile
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• Eagle Materials Inc (EXP $208.76)
  • $208.76 P/E (TTM): 15.78X Cap: $6.56B
  • View EXP Profile
  • View Questions on EXP
• AECOM (ACM $80.37)
  • $80.37 P/E (TTM): 27.18X Cap: $10.65B
  • View ACM Profile
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• Jacobs Solutions Inc. (J $126.60)
  • $126.60 P/E (TTM): 34.57X Cap: $14.86B
  • View J Profile
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• Trane Technologies plc (TT $486.42)
  • $486.42 P/E (TTM): 37.41X Cap: $107.55B
  • View TT Profile
  • View Questions on TT

Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Upvote 3

Read Answer Asked by Michael on October 24, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Deere & Company (DE $562.64)
  • $562.64 P/E (TTM): 33.39X Cap: $151.97B
  • View DE Profile
  • View Questions on DE
• Eaton Corporation PLC (ETN $423.92)
  • $423.92 P/E (TTM): 40.62X Cap: $164.47B
  • View ETN Profile
  • View Questions on ETN
• Quanta Services Inc. (PWR $624.84)
  • $624.84 P/E (TTM): 93.15X Cap: $93.76B
  • View PWR Profile
  • View Questions on PWR
• Rockwell Automation Inc. (ROK $401.18)
  • $401.18 P/E (TTM): 46.79X Cap: $45.07B
  • View ROK Profile
  • View Questions on ROK
• Zebra Technologies Corporation (ZBRA $227.71)
  • $227.71 P/E (TTM): 27.73X Cap: $11.17B
  • View ZBRA Profile
  • View Questions on ZBRA
• Teradyne Inc. (TER $418.08)
  • $418.08 P/E (TTM): 115.56X Cap: $65.45B
  • View TER Profile
  • View Questions on TER
• Energizer Holdings Inc. (ENR $19.99)
  • $19.99 P/E (TTM): 6.72X Cap: $1.37B
  • View ENR Profile
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• Terex Corporation (TEX $62.59)
  • $62.59 P/E (TTM): 18.86X Cap: $7.14B
  • View TEX Profile
  • View Questions on TEX
• GE Vernova Inc. (GEV $1,149.19)
  • $1,149.19 P/E (TTM): 64.98X Cap: $308.81B
  • View GEV Profile
  • View Questions on GEV

Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Upvote 10

Read Answer Asked by Jim on August 14, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Deere & Company (DE $562.64)
  • $562.64 P/E (TTM): 33.39X Cap: $151.97B
  • View DE Profile
  • View Questions on DE
• Union Pacific Corporation (UNP $268.70)
  • $268.70 P/E (TTM): 22.66X Cap: $159.53B
  • View UNP Profile
  • View Questions on UNP
• Canadian Pacific Kansas City Limited (CP $118.72)
  • $118.72 P/E (TTM): 26.18X Cap: $106.52B
  • View CP Profile
  • View Questions on CP
• Transdigm Group Incorporated (TDG $1,148.18)
  • $1,148.18 P/E (TTM): 37.51X Cap: $64.84B
  • View TDG Profile
  • View Questions on TDG
• Axon Enterprise Inc. (AXON $397.12)
  • $397.12 P/E (TTM): 260.03X Cap: $31.99B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $1,726.12)
  • $1,726.12 P/E (TTM): 61.38X Cap: $60.76B
  • View FIX Profile
  • View Questions on FIX
• Old Dominion Freight Line Inc. (ODFL $219.98)
  • $219.98 P/E (TTM): 46.03X Cap: $45.82B
  • View ODFL Profile
  • View Questions on ODFL
• Heico Corporation (HEI $264.04)
  • $264.04 P/E (TTM): 53.11X Cap: $36.83B
  • View HEI Profile
  • View Questions on HEI
• L3Harris Technologies Inc. (LHX $317.51)
  • $317.51 P/E (TTM): 38.71X Cap: $61.68B
  • View LHX Profile
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• Vertiv Holdings LLC Class A (VRT $323.46)
  • $323.46 P/E (TTM): 94.35X Cap: $124.24B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $174.26)
  • $174.26 P/E (TTM): 33.64X Cap: $234.67B
  • View RTX Profile
  • View Questions on RTX
• Rocket Lab Corporation (RKLB $79.68)
  • $79.68 Cap: $45.87B
  • View RKLB Profile
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Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Upvote 6

Read Answer Asked by sam on July 28, 2025

• Alcoa Corporation (AA $66.01)
  • $66.01 P/E (TTM): 14.96X Cap: $17.41B
  • View AA Profile
  • View Questions on AA
• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Eaton Corporation PLC (ETN $423.92)
  • $423.92 P/E (TTM): 40.62X Cap: $164.47B
  • View ETN Profile
  • View Questions on ETN
• Lockheed Martin Corporation (LMT $513.45)
  • $513.45 P/E (TTM): 24.65X Cap: $118.38B
  • View LMT Profile
  • View Questions on LMT
• Parker-Hannifin Corporation (PH $974.47)
  • $974.47 P/E (TTM): 35.52X Cap: $122.99B
  • View PH Profile
  • View Questions on PH
• Eagle Materials Inc (EXP $208.76)
  • $208.76 P/E (TTM): 15.78X Cap: $6.56B
  • View EXP Profile
  • View Questions on EXP
• Trane Technologies plc (TT $486.42)
  • $486.42 P/E (TTM): 37.41X Cap: $107.55B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $174.26)
  • $174.26 P/E (TTM): 33.64X Cap: $234.67B
  • View RTX Profile
  • View Questions on RTX

Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Upvote 3

Read Answer Asked by Andrew on April 08, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Deere & Company (DE $562.64)
  • $562.64 P/E (TTM): 33.39X Cap: $151.97B
  • View DE Profile
  • View Questions on DE

Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.

Upvote 1

Read Answer Asked by Menaka on March 10, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
  • View Questions on CAT
• Chubb Limited (CB $326.12)
  • $326.12 P/E (TTM): 12.94X Cap: $127.26B
  • View CB Profile
  • View Questions on CB
• Deere & Company (DE $562.64)
  • $562.64 P/E (TTM): 33.39X Cap: $151.97B
  • View DE Profile
  • View Questions on DE
• Duke Energy Corporation (Holding Company) (DUK $127.27)
  • $127.27 P/E (TTM): 20.33X Cap: $99.03B
  • View DUK Profile
  • View Questions on DUK
• Ecolab Inc. (ECL $269.49)
  • $269.49 P/E (TTM): 37.29X Cap: $76.11B
  • View ECL Profile
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• Coca-Cola Company (The) (KO $76.63)
  • $76.63 P/E (TTM): 25.09X Cap: $329.82B
  • View KO Profile
  • View Questions on KO
• NextEra Energy Inc. (NEE $95.28)
  • $95.28 P/E (TTM): 29.17X Cap: $198.69B
  • View NEE Profile
  • View Questions on NEE
• Procter & Gamble Company (The) (PG $148.18)
  • $148.18 P/E (TTM): 21.59X Cap: $344.37B
  • View PG Profile
  • View Questions on PG
• Progressive Corporation (The) (PGR $200.89)
  • $200.89 P/E (TTM): 10.68X Cap: $117.70B
  • View PGR Profile
  • View Questions on PGR
• Roper Technologies Inc. (ROP $353.40)
  • $353.40 P/E (TTM): 25.62X Cap: $36.17B
  • View ROP Profile
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• Walmart Inc. (WMT $129.92)
  • $129.92 Cap: $1.03T
  • View WMT Profile
  • View Questions on WMT
• Xylem Inc. New (XYL $121.46)
  • $121.46 P/E (TTM): 31.04X Cap: $29.53B
  • View XYL Profile
  • View Questions on XYL
• Loblaw Companies Limited (L $62.67)
  • $62.67 P/E (TTM): 11.85X Cap: $73.20B
  • View L Profile
  • View Questions on L
• Sun Life Financial Inc. (SLF $97.74)
  • $97.74 P/E (TTM): 15.75X Cap: $54.14B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $169.72)
  • $169.72 P/E (TTM): 35.95X Cap: $46.32B
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC $256.63)
  • $256.63 P/E (TTM): 13.97X Cap: $45.84B
  • View IFC Profile
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• Fortis Inc. (FTS $77.03)
  • $77.03 P/E (TTM): 22.2X Cap: $39.21B
  • View FTS Profile
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• Metro Inc. (MRU $91.09)
  • $91.09 P/E (TTM): 25.9X Cap: $19.41B
  • View MRU Profile
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• North West Company Inc. (The) (NWC $51.58)
  • $51.58 P/E (TTM): 17.86X Cap: $2.45B
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• Premium Brands Holdings Corporation (PBH $83.78)
  • $83.78 P/E (TTM): 56.81X Cap: $4.36B
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• Hydro One Limited (H $58.28)
  • $58.28 P/E (TTM): 26.18X Cap: $34.95B
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• Nutrien Ltd. (NTR $97.86)
  • $97.86 P/E (TTM): 32.77X Cap: $47.16B
  • View NTR Profile
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• Arthur J. Gallagher & Co. (AJG $215.38)
  • $215.38 P/E (TTM): 38.22X Cap: $55.32B
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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

Upvote 15

Read Answer Asked by Mike on March 07, 2025

• First Solar Inc. (FSLR $193.76)
  • $193.76 P/E (TTM): 13.81X Cap: $20.81B
  • View FSLR Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
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• D.R. Horton Inc. (DHI $159.90)
  • $159.90 P/E (TTM): 14.92X Cap: $45.34B
  • View DHI Profile
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• Ford Motor Company (F $12.38)
  • $12.38 Cap: $49.65B
  • View F Profile
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• General Motors Company (GM $78.05)
  • $78.05 P/E (TTM): 24.01X Cap: $70.37B
  • View GM Profile
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• Lennar Corporation Class A (LEN $94.05)
  • $94.05 P/E (TTM): 13.55X Cap: $23.16B
  • View LEN Profile
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• NextEra Energy Inc. (NEE $95.28)
  • $95.28 P/E (TTM): 29.17X Cap: $198.69B
  • View NEE Profile
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• United Rentals Inc. (URI $974.41)
  • $974.41 P/E (TTM): 25.56X Cap: $61.04B
  • View URI Profile
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• Linamar Corporation (LNR $85.44)
  • $85.44 P/E (TTM): 8.82X Cap: $5.07B
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• Magna International Inc. (MG $85.96)
  • $85.96 P/E (TTM): 20.86X Cap: $24.22B
  • View MG Profile
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• Tesla Inc. (TSLA $376.30)
  • $376.30 P/E (TTM): 346.04X Cap: $1.41T
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Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Upvote 4

Read Answer Asked by Alex on February 11, 2025

• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
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• Chevron Corporation (CVX $185.21)
  • $185.21 P/E (TTM): 28.3X Cap: $368.99B
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• The Walt Disney Company (DIS $102.60)
  • $102.60 P/E (TTM): 15.27X Cap: $181.75B
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• Freeport-McMoRan Inc. (FCX $61.05)
  • $61.05 P/E (TTM): 40.45X Cap: $87.76B
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• GE Aerospace (GE $284.60)
  • $284.60 P/E (TTM): 34.77X Cap: $296.93B
  • View GE Profile
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• Goldman Sachs Group Inc. (The) (GS $926.91)
  • $926.91 P/E (TTM): 18.15X Cap: $273.43B
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• LyondellBasell Industries NV Class A (Netherlands) (LYB $69.87)
  • $69.87 Cap: $22.55B
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• Williams Companies Inc. (The) (WMB $72.18)
  • $72.18 P/E (TTM): 33.48X Cap: $88.26B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.26)
  • $49.26 P/E (TTM): 4.51X Cap: $27.82B
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• Premium Brands Holdings Corporation (PBH $83.78)
  • $83.78 P/E (TTM): 56.81X Cap: $4.36B
  • View PBH Profile
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• Acadian Timber Corp. (ADN $17.16)
  • $17.16 P/E (TTM): 6.48X Cap: $316M
  • View ADN Profile
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• Apollo Global Management Inc. (APO $124.26)
  • $124.26 P/E (TTM): 22.52X Cap: $71.85B
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• Nutrien Ltd. (NTR $97.86)
  • $97.86 P/E (TTM): 32.77X Cap: $47.16B
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Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter

Upvote 3

Read Answer Asked by Peter on September 05, 2024

• Costco Wholesale Corporation (COST $1,011.15)
  • $1,011.15 P/E (TTM): 70.49X Cap: $448.59B
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
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• Home Depot Inc. (The) (HD $335.89)
  • $335.89 P/E (TTM): 23.9X Cap: $334.55B
  • View HD Profile
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• Eli Lilly and Company (LLY $883.96)
  • $883.96 P/E (TTM): 39.98X Cap: $835.18B
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• United Rentals Inc. (URI $974.41)
  • $974.41 P/E (TTM): 25.56X Cap: $61.04B
  • View URI Profile
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• Walmart Inc. (WMT $129.92)
  • $129.92 Cap: $1.03T
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• Trane Technologies plc (TT $486.42)
  • $486.42 P/E (TTM): 37.41X Cap: $107.55B
  • View TT Profile
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Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?

Upvote 6

Read Answer Asked by Joe on July 08, 2024

• Allstate Corporation (The) (ALL $212.88)
  • $212.88 P/E (TTM): 5.69X Cap: $54.97B
  • View ALL Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
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Q: Hello,

Both of these companies have had some incredible runs. What are your thoughts if I hold an existing position with a long-term time horizon? Sell, or continue holding?

Thanks.

Upvote 1

Read Answer Asked by Satish on April 23, 2024

• Apple Inc. (AAPL $271.06)
  • $271.06 P/E (TTM): 34.61X Cap: $3.97T
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• PACCAR Inc. (PCAR $127.00)
  • $127.00 P/E (TTM): 28.15X Cap: $66.83B
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• QUALCOMM Incorporated (QCOM $148.85)
  • $148.85 P/E (TTM): 27.01X Cap: $158.82B
  • View QCOM Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
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• Deere & Company (DE $562.64)
  • $562.64 P/E (TTM): 33.39X Cap: $151.97B
  • View DE Profile
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• Lockheed Martin Corporation (LMT $513.45)
  • $513.45 P/E (TTM): 24.65X Cap: $118.38B
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• United Rentals Inc. (URI $974.41)
  • $974.41 P/E (TTM): 25.56X Cap: $61.04B
  • View URI Profile
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• Zebra Technologies Corporation (ZBRA $227.71)
  • $227.71 P/E (TTM): 27.73X Cap: $11.17B
  • View ZBRA Profile
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• Insight Enterprises Inc. (NSIT $73.23)
  • $73.23 P/E (TTM): 14.76X Cap: $2.26B
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• CDW Corporation (CDW $135.32)
  • $135.32 P/E (TTM): 16.89X Cap: $17.41B
  • View CDW Profile
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Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Upvote 9

Read Answer Asked by Donna on March 06, 2024

• Garmin Ltd. (Switzerland) (GRMN $259.39)
  • $259.39 P/E (TTM): 29.98X Cap: $50.03B
  • View GRMN Profile
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• Caterpillar Inc. (CAT $830.79)
  • $830.79 P/E (TTM): 44.4X Cap: $386.55B
  • View CAT Profile
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• Vertiv Holdings LLC Class A (VRT $323.46)
  • $323.46 P/E (TTM): 94.35X Cap: $124.24B
  • View VRT Profile
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Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.

Upvote 3

Read Answer Asked by Howie on February 21, 2024