Investment Q&A

• Costco Wholesale Corporation (COST $1,008.79)
  • $1,008.79 P/E (TTM): 69.2X Cap: $447.55B
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• Chevron Corporation (CVX $181.62)
  • $181.62 P/E (TTM): 27.93X Cap: $361.71B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• Sherwin-Williams Company (The) (SHW $316.82)
  • $316.82 P/E (TTM): 31.18X Cap: $78.13B
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• Walmart Inc. (WMT $130.43)
  • $130.43 Cap: $1.03T
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• Exxon Mobil Corporation (XOM $144.57)
  • $144.57 P/E (TTM): 21.88X Cap: $599.23B
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• Suncor Energy Inc. (SU $87.58)
  • $87.58 P/E (TTM): 18.09X Cap: $103.94B
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• Canadian Natural Resources Limited (CNQ $60.89)
  • $60.89 P/E (TTM): 12.04X Cap: $127.01B
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• Loblaw Companies Limited (L $60.81)
  • $60.81 P/E (TTM): 11.47X Cap: $71.03B
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• Cenovus Energy Inc. (CVE $38.84)
  • $38.84 P/E (TTM): 18.37X Cap: $73B
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• Alimentation Couche-Tard Inc. (ATD $79.23)
  • $79.23 P/E (TTM): 19.75X Cap: $72.78B
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• TerraVest Industries Inc. (TVK $128.36)
  • $128.36 Cap: $2.78B
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• Nutrien Ltd. (NTR $93.49)
  • $93.49 P/E (TTM): 33.41X Cap: $44.96B
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• Linde plc (LIN $493.16)
  • $493.16 P/E (TTM): 34.37X Cap: $228.13B
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• Corteva Inc. (CTVA $81.13)
  • $81.13 P/E (TTM): 49.26X Cap: $54.26B
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• VanEck Agribusiness ETF (MOO $81.66)
  • $81.66 P/E (TTM): 22.93X Cap: $1.16B
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Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Upvote 9

Read Answer Asked by Jean-Yves on February 03, 2026

• Archer-Daniels-Midland Company (ADM $77.66)
  • $77.66 P/E (TTM): 34.99X Cap: $37.42B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• iShares Global Agriculture Index ETF (COW $72.76)
  • $72.76 P/E (TTM): 17.83X Cap: $305M
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• Nutrien Ltd. (NTR $93.49)
  • $93.49 P/E (TTM): 33.41X Cap: $44.96B
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• Corteva Inc. (CTVA $81.13)
  • $81.13 P/E (TTM): 49.26X Cap: $54.26B
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Q: Since 2021 COW has moved sideways. Do you see any growth in the next 5 years ? What purpose would it perform in a portfolio (growth, income, defence, etc.). As an alternative, can you recommend a few leading companies in the agricultural space at a reasonable entry point, their leadership role and their purpose in a portfolio for the next 5 years.

Upvote 1

Read Answer Asked by Paul on October 01, 2025

• J.B. Hunt Transport Services Inc. (JBHT $245.40)
  • $245.40 P/E (TTM): 40.2X Cap: $23.20B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• Darden Restaurants Inc. (DRI $196.23)
  • $196.23 P/E (TTM): 20.7X Cap: $22.47B
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• Uber Technologies Inc. (UBER $75.45)
  • $75.45 P/E (TTM): 16.22X Cap: $153.58B
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Q: Some of my shorts, (DE, JBHT and DRI) are reacting well in the pre-market. Do you think they are worth holding, as shorts, for a while yet? Can you comment in particular on DE's earnings? Thank-you.

Upvote 1

Read Answer Asked by Alex on August 19, 2025

• Caterpillar Inc. (CAT $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• Eaton Corporation PLC (ETN $401.51)
  • $401.51 P/E (TTM): 38.2X Cap: $155.90B
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• Quanta Services Inc. (PWR $745.00)
  • $745.00 P/E (TTM): 110.4X Cap: $111.79B
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• Rockwell Automation Inc. (ROK $453.89)
  • $453.89 P/E (TTM): 51.32X Cap: $50.50B
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• Zebra Technologies Corporation (ZBRA $226.03)
  • $226.03 P/E (TTM): 28.09X Cap: $11.11B
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• Teradyne Inc. (TER $359.77)
  • $359.77 P/E (TTM): 110.22X Cap: $55.43B
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• Energizer Holdings Inc. (ENR $18.86)
  • $18.86 P/E (TTM): 6.39X Cap: $1.29B
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• Terex Corporation (TEX $63.60)
  • $63.60 P/E (TTM): 19.29X Cap: $7.17B
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• GE Vernova Inc. (GEV $1,040.15)
  • $1,040.15 P/E (TTM): 59.11X Cap: $279.50B
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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 $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
  • View CAT Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Union Pacific Corporation (UNP $264.65)
  • $264.65 P/E (TTM): 22.13X Cap: $157.12B
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• Canadian Pacific Kansas City Limited (CP $117.69)
  • $117.69 P/E (TTM): 25.78X Cap: $104.47B
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• Transdigm Group Incorporated (TDG $1,215.08)
  • $1,215.08 P/E (TTM): 39.68X Cap: $67.96B
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• Axon Enterprise Inc. (AXON $403.54)
  • $403.54 P/E (TTM): 255.54X Cap: $32.52B
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• Comfort Systems USA Inc. (FIX $1,952.37)
  • $1,952.37 P/E (TTM): 69.6X Cap: $68.72B
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• Old Dominion Freight Line Inc. (ODFL $198.33)
  • $198.33 P/E (TTM): 41.45X Cap: $41.78B
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• Heico Corporation (HEI $292.52)
  • $292.52 P/E (TTM): 57.23X Cap: $40.81B
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• L3Harris Technologies Inc. (LHX $299.64)
  • $299.64 P/E (TTM): 35.43X Cap: $55.82B
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• Vertiv Holdings LLC Class A (VRT $339.97)
  • $339.97 P/E (TTM): 105.26X Cap: $130.60B
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• RTX Corporation (RTX $176.09)
  • $176.09 P/E (TTM): 33.16X Cap: $237.13B
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• Rocket Lab Corporation (RKLB $105.47)
  • $105.47 Cap: $61.04B
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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

• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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Q: May I have your opinion of DE ( Decisive Dividend Corp) as a long term dividend investment please? thanks

Upvote 1

Read Answer Asked by Richard on May 12, 2025

• Applied Materials Inc. (AMAT $435.44)
  • $435.44 P/E (TTM): 43.87X Cap: $345.56B
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• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.22T
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• Archer-Daniels-Midland Company (ADM $77.66)
  • $77.66 P/E (TTM): 34.99X Cap: $37.42B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• FedEx Corporation (FDX $378.58)
  • $378.58 P/E (TTM): 20.15X Cap: $90.33B
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• Lockheed Martin Corporation (LMT $506.51)
  • $506.51 P/E (TTM): 23.93X Cap: $116.78B
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• Prologis Inc. (PLD $144.09)
  • $144.09 P/E (TTM): 40.14X Cap: $134.34B
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• RioCan Real Estate Investment Trust (REI.UN $21.91)
  • $21.91 P/E (TTM): 96.08X Cap: $6.36B
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• CAE Inc. (CAE $36.89)
  • $36.89 P/E (TTM): 31.54X Cap: $11.87B
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• TFI International Inc. (TFII $190.05)
  • $190.05 P/E (TTM): 47.83X Cap: $15.61B
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• Nutrien Ltd. (NTR $93.49)
  • $93.49 P/E (TTM): 33.41X Cap: $44.96B
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Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war

Upvote 7

Read Answer Asked by Gary on March 24, 2025

• Caterpillar Inc. (CAT $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
  • View CAT Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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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 $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
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• Chubb Limited (CB $319.64)
  • $319.64 P/E (TTM): 12.52X Cap: $123.97B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
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• Duke Energy Corporation (Holding Company) (DUK $124.17)
  • $124.17 P/E (TTM): 19.93X Cap: $96.80B
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• Ecolab Inc. (ECL $254.22)
  • $254.22 P/E (TTM): 36.18X Cap: $71.54B
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• Coca-Cola Company (The) (KO $78.42)
  • $78.42 P/E (TTM): 25.8X Cap: $337.53B
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• NextEra Energy Inc. (NEE $93.10)
  • $93.10 P/E (TTM): 28.28X Cap: $194.14B
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• Procter & Gamble Company (The) (PG $146.42)
  • $146.42 P/E (TTM): 21.64X Cap: $340.95B
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• Progressive Corporation (The) (PGR $194.00)
  • $194.00 P/E (TTM): 10.18X Cap: $113.36B
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• Roper Technologies Inc. (ROP $343.32)
  • $343.32 P/E (TTM): 24.82X Cap: $34.64B
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• Walmart Inc. (WMT $130.43)
  • $130.43 Cap: $1.03T
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• Xylem Inc. New (XYL $113.73)
  • $113.73 P/E (TTM): 30.25X Cap: $27.03B
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• Loblaw Companies Limited (L $60.81)
  • $60.81 P/E (TTM): 11.47X Cap: $71.03B
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• Sun Life Financial Inc. (SLF $95.85)
  • $95.85 P/E (TTM): 15.41X Cap: $53.10B
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• Dollarama Inc. (DOL $173.83)
  • $173.83 P/E (TTM): 36.95X Cap: $47.44B
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• Intact Financial Corporation (IFC $255.00)
  • $255.00 P/E (TTM): 13.44X Cap: $45.55B
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• Fortis Inc. (FTS $76.74)
  • $76.74 P/E (TTM): 21.96X Cap: $39.07B
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• Metro Inc. (MRU $89.32)
  • $89.32 P/E (TTM): 19.66X Cap: $19.03B
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• North West Company Inc. (The) (NWC $50.09)
  • $50.09 P/E (TTM): 17.6X Cap: $2.38B
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• Premium Brands Holdings Corporation (PBH $89.85)
  • $89.85 P/E (TTM): 57.81X Cap: $4.68B
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• Hydro One Limited (H $58.76)
  • $58.76 P/E (TTM): 26.44X Cap: $35.24B
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• Nutrien Ltd. (NTR $93.49)
  • $93.49 P/E (TTM): 33.41X Cap: $44.96B
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• Arthur J. Gallagher & Co. (AJG $198.87)
  • $198.87 P/E (TTM): 34.3X Cap: $51.08B
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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 Donald Michael on March 07, 2025

• Regeneron Pharmaceuticals Inc. (REGN $714.89)
  • $714.89 P/E (TTM): 17.09X Cap: $74.94B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Leidos Holdings Inc. (LDOS $130.11)
  • $130.11 P/E (TTM): 12.11X Cap: $16.36B
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• Tetra Tech Inc. (TTEK $30.29)
  • $30.29 P/E (TTM): 23.08X Cap: $7.86B
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Q: I would like to start a position in two of these companies. Which two do you think offer the best long term growth potential? Thanks

Upvote 1

Read Answer Asked by Curtis on November 27, 2024

• Tractor Supply Company (TSCO $30.65)
  • $30.65 P/E (TTM): 15.41X Cap: $16.07B
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• Archer-Daniels-Midland Company (ADM $77.66)
  • $77.66 P/E (TTM): 34.99X Cap: $37.42B
  • View ADM Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• iShares Global Agriculture Index ETF (COW $72.76)
  • $72.76 P/E (TTM): 17.83X Cap: $305M
  • View COW Profile
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• Invesco Aerospace & Defense ETF (PPA $167.61)
  • $167.61 P/E (TTM): 32.64X Cap: $8.01B
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• iShares U.S. Aerospace & Defense ETF (ITA $223.49)
  • $223.49 P/E (TTM): 20.14X Cap: $13.93B
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• iShares MSCI Hong Kong ETF (EWH $24.28)
  • $24.28 P/E (TTM): 18.46X Cap: $967M
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Q: hello 5i,

looking for your ideas re : a few ETF recommendations.
1. One would be for US defense holdings.
2. Agricultural, either international or N. American.
if there are individual stocks that would better than an ETF by all means please advise.
thanks so much.
Ralph
Hi 5i,

Second half of question. Could you please recommend one or two ETF's covering the following categories.
1. A pure play natural gas ETF.
2. Any basket ETF covering the Honk Kong exchange?
You guys are the best!
Thanks,
Ralph

Upvote 3

Read Answer Asked by ralph on July 18, 2024

• Booking Holdings Inc. (BKNG $165.93)
  • $165.93 P/E (TTM): 1.03X Cap: $128.57B
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Canadian National Railway Company (CNR $152.71)
  • $152.71 P/E (TTM): 19.97X Cap: $92.63B
  • View CNR Profile
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• Canadian Natural Resources Limited (CNQ $60.89)
  • $60.89 P/E (TTM): 12.04X Cap: $127.01B
  • View CNQ Profile
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• T-Mobile US Inc. (TMUS $193.63)
  • $193.63 P/E (TTM): 19.87X Cap: $210.16B
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• Fiserv Inc. (FISV $55.48)
  • $55.48 Cap: $30.29B
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Q: Looking for your advice on stocks with accelerating capital returns, excluding IT, for 5 year hold.

Upvote 5

Read Answer Asked by sam on June 05, 2024

• Meta Platforms Inc. (META $609.63)
  • $609.63 P/E (TTM): 26.26X Cap: $1.54T
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• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.55X Cap: $4.82T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $415.12)
  • $415.12 P/E (TTM): 26.31X Cap: $3.08T
  • View MSFT Profile
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• Netflix Inc. (NFLX $87.49)
  • $87.49 P/E (TTM): 28.51X Cap: $368.40B
  • View NFLX Profile
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• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.22T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $165.93)
  • $165.93 P/E (TTM): 1.03X Cap: $128.57B
  • View BKNG Profile
  • View Questions on BKNG
• Tractor Supply Company (TSCO $30.65)
  • $30.65 P/E (TTM): 15.41X Cap: $16.07B
  • View TSCO Profile
  • View Questions on TSCO
• AutoZone Inc. (AZO $3,496.19)
  • $3,496.19 P/E (TTM): 30.77X Cap: $57.60B
  • View AZO Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Ecolab Inc. (ECL $254.22)
  • $254.22 P/E (TTM): 36.18X Cap: $71.54B
  • View ECL Profile
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• Sherwin-Williams Company (The) (SHW $316.82)
  • $316.82 P/E (TTM): 31.18X Cap: $78.13B
  • View SHW Profile
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• Union Pacific Corporation (UNP $264.65)
  • $264.65 P/E (TTM): 22.13X Cap: $157.12B
  • View UNP Profile
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• Super Micro Computer Inc. (SMCI $35.37)
  • $35.37 P/E (TTM): 25.49X Cap: $21.18B
  • View SMCI Profile
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• Linde plc (LIN $493.16)
  • $493.16 P/E (TTM): 34.37X Cap: $228.13B
  • View LIN Profile
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• Crocs Inc. (CROX $103.63)
  • $103.63 Cap: $5.17B
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• Old Dominion Freight Line Inc. (ODFL $198.33)
  • $198.33 P/E (TTM): 41.45X Cap: $41.78B
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• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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• Trane Technologies plc (TT $466.17)
  • $466.17 P/E (TTM): 37.61X Cap: $103.04B
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Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.

Upvote 23

Read Answer Asked by Ahmed on April 01, 2024

• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
  • View Questions on DE
• GE Aerospace (GE $297.15)
  • $297.15 P/E (TTM): 37.27X Cap: $310.02B
  • View GE Profile
  • View Questions on GE
• Union Pacific Corporation (UNP $264.65)
  • $264.65 P/E (TTM): 22.13X Cap: $157.12B
  • View UNP Profile
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• Waste Management Inc. (WM $215.37)
  • $215.37 P/E (TTM): 32.91X Cap: $86.48B
  • View WM Profile
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• Transdigm Group Incorporated (TDG $1,215.08)
  • $1,215.08 P/E (TTM): 39.68X Cap: $67.96B
  • View TDG Profile
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• Old Dominion Freight Line Inc. (ODFL $198.33)
  • $198.33 P/E (TTM): 41.45X Cap: $41.78B
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Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Upvote 8

Read Answer Asked by alex on March 28, 2024

• Apple Inc. (AAPL $293.32)
  • $293.32 P/E (TTM): 36.39X Cap: $4.30T
  • View AAPL Profile
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• PACCAR Inc. (PCAR $114.31)
  • $114.31 P/E (TTM): 25.83X Cap: $60.15B
  • View PCAR Profile
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• QUALCOMM Incorporated (QCOM $219.09)
  • $219.09 P/E (TTM): 40.84X Cap: $230.92B
  • View QCOM Profile
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• Caterpillar Inc. (CAT $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
  • View CAT Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Lockheed Martin Corporation (LMT $506.51)
  • $506.51 P/E (TTM): 23.93X Cap: $116.78B
  • View LMT Profile
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• United Rentals Inc. (URI $937.00)
  • $937.00 P/E (TTM): 24.45X Cap: $58.69B
  • View URI Profile
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• Zebra Technologies Corporation (ZBRA $226.03)
  • $226.03 P/E (TTM): 28.09X Cap: $11.11B
  • View ZBRA Profile
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• Insight Enterprises Inc. (NSIT $83.79)
  • $83.79 P/E (TTM): 13.89X Cap: $2.17B
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• CDW Corporation (CDW $104.79)
  • $104.79 P/E (TTM): 13.49X Cap: $13.38B
  • 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

• BlackRock Inc. (BLK $1,084.83)
  • $1,084.83 P/E (TTM): 30.4X Cap: $168.40B
  • View BLK Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Constellation Brands Inc. (STZ $148.21)
  • $148.21 P/E (TTM): 18.07X Cap: $25.52B
  • View STZ Profile
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• Thermo Fisher Scientific Inc (TMO $465.00)
  • $465.00 P/E (TTM): 26.66X Cap: $172.80B
  • View TMO Profile
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• lululemon athletica inc. (LULU $131.18)
  • $131.18 P/E (TTM): 10.07X Cap: $14.49B
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• ServiceNow Inc. (NOW $91.18)
  • $91.18 P/E (TTM): 53.26X Cap: $94B
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• Palo Alto Networks Inc. (PANW $207.88)
  • $207.88 P/E (TTM): 101.48X Cap: $169.63B
  • View PANW Profile
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Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Upvote 6

Read Answer Asked by Christopher on February 14, 2024

• Caterpillar Inc. (CAT $897.45)
  • $897.45 P/E (TTM): 49.28X Cap: $413.39B
  • View CAT Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
  • View Questions on DE
• Finning International Inc. (FTT $97.47)
  • $97.47 P/E (TTM): 20.43X Cap: $12.75B
  • View FTT Profile
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• Toromont Industries Ltd. (TIH $217.30)
  • $217.30 P/E (TTM): 35.8X Cap: $17.71B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• Wajax Corporation (WJX $29.59)
  • $29.59 P/E (TTM): 11.38X Cap: $643M
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Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...

Upvote 6

Read Answer Asked by Michael on January 26, 2024

• Bank of America Corporation (BAC $51.31)
  • $51.31 P/E (TTM): 13.96X Cap: $364.12B
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• Citigroup Inc. (C $125.55)
  • $125.55 P/E (TTM): 18.25X Cap: $214.13B
  • View C Profile
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• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Danaher Corporation (DHR $171.16)
  • $171.16 P/E (TTM): 33.83X Cap: $121.14B
  • View DHR Profile
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• Honeywell International Inc. (HON $213.12)
  • $213.12 P/E (TTM): 29.36X Cap: $135.04B
  • View HON Profile
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• JPMorgan Chase & Co. (JPM $302.10)
  • $302.10 P/E (TTM): 15.31X Cap: $809.48B
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• Thermo Fisher Scientific Inc (TMO $465.00)
  • $465.00 P/E (TTM): 26.66X Cap: $172.80B
  • View TMO Profile
  • View Questions on TMO
• Palo Alto Networks Inc. (PANW $207.88)
  • $207.88 P/E (TTM): 101.48X Cap: $169.63B
  • View PANW Profile
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• Arista Networks Inc. (ANET $141.77)
  • $141.77 P/E (TTM): 53.48X Cap: $178.51B
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• Zscaler Inc. (ZS $152.13)
  • $152.13 Cap: $24.46B
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• Crocs Inc. (CROX $103.63)
  • $103.63 Cap: $5.17B
  • View CROX Profile
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• Synopsys Inc. (SNPS $516.48)
  • $516.48 P/E (TTM): 77.84X Cap: $98.93B
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• SPS Commerce Inc. (SPSC $56.47)
  • $56.47 P/E (TTM): 23.24X Cap: $2.07B
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• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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• iShares Core S&P Small-Cap ETF (IJR $138.35)
  • $138.35 P/E (TTM): 17.5X Cap: $103.44B
  • View IJR Profile
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• Shift4 Payments Inc. Class A (FOUR $42.58)
  • $42.58 P/E (TTM): 61.34X Cap: $3.37B
  • View FOUR Profile
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• ISHARES TRUST (IJT $163.63)
  • $163.63 P/E (TTM): 19.17X Cap: $7.41B
  • View IJT Profile
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Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Upvote 27

Read Answer Asked by Paul on December 15, 2023

• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
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• Home Depot Inc. (The) (HD $317.45)
  • $317.45 P/E (TTM): 22.67X Cap: $316.18B
  • View HD Profile
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• ONEX Corporation Subordinate Voting Shares (ONEX $115.65)
  • $115.65 P/E (TTM): 9.6X Cap: $8.81B
  • View ONEX Profile
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• Toromont Industries Ltd. (TIH $217.30)
  • $217.30 P/E (TTM): 35.8X Cap: $17.71B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $190.05)
  • $190.05 P/E (TTM): 47.83X Cap: $15.61B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Magna International Inc. (MG $86.32)
  • $86.32 P/E (TTM): 20.49X Cap: $23.49B
  • View MG Profile
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  • View Reports on MG

Q: Do you consider the above companies to be "growth"? Looking for a category for them.

Upvote 0

Read Answer Asked by Ronald on September 13, 2023

• Adobe Inc. (ADBE $253.04)
  • $253.04 P/E (TTM): 14.58X Cap: $102.27B
  • View ADBE Profile
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• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.55X Cap: $4.82T
  • View GOOG Profile
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• Intuit Inc. (INTU $396.31)
  • $396.31 P/E (TTM): 25.28X Cap: $109.59B
  • View INTU Profile
  • View Questions on INTU
• Deere & Company (DE $574.84)
  • $574.84 P/E (TTM): 33.37X Cap: $155.26B
  • View DE Profile
  • View Questions on DE
• Rockwell Automation Inc. (ROK $453.89)
  • $453.89 P/E (TTM): 51.32X Cap: $50.50B
  • View ROK Profile
  • View Questions on ROK
• United Rentals Inc. (URI $937.00)
  • $937.00 P/E (TTM): 24.45X Cap: $58.69B
  • View URI Profile
  • View Questions on URI
• ServiceNow Inc. (NOW $91.18)
  • $91.18 P/E (TTM): 53.26X Cap: $94B
  • View NOW Profile
  • View Questions on NOW
• The Trade Desk Inc. (TTD $23.08)
  • $23.08 P/E (TTM): 26.68X Cap: $11.04B
  • View TTD Profile
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• Copart Inc. (CPRT $33.94)
  • $33.94 P/E (TTM): 21.0X Cap: $32.63B
  • View CPRT Profile
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• Crocs Inc. (CROX $103.63)
  • $103.63 Cap: $5.17B
  • View CROX Profile
  • View Questions on CROX

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Upvote 0

Read Answer Asked by Ashleigh on August 23, 2023