Investment Q&A

• Costco Wholesale Corporation (COST $996.43)
  • $996.43 P/E (TTM): 67.11X Cap: $442.13B
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• Chevron Corporation (CVX $206.90)
  • $206.90 P/E (TTM): 30.95X Cap: $420.44B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
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• Sherwin-Williams Company (The) (SHW $320.55)
  • $320.55 P/E (TTM): 30.57X Cap: $78.14B
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• Walmart Inc. (WMT $124.28)
  • $124.28 Cap: $984.59B
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• Exxon Mobil Corporation (XOM $169.66)
  • $169.66 P/E (TTM): 24.05X Cap: $706.93B
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• Suncor Energy Inc. (SU $92.01)
  • $92.01 P/E (TTM): 17.84X Cap: $109.12B
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• Canadian Natural Resources Limited (CNQ $67.86)
  • $67.86 P/E (TTM): 20.97X Cap: $143.57B
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• Loblaw Companies Limited (L $63.42)
  • $63.42 P/E (TTM): 12.08X Cap: $74.52B
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• Cenovus Energy Inc. (CVE $36.92)
  • $36.92 P/E (TTM): 15.81X Cap: $69.74B
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• Alimentation Couche-Tard Inc. (ATD $78.85)
  • $78.85 P/E (TTM): 21.11X Cap: $71.16B
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• TerraVest Industries Inc. (TVK $132.23)
  • $132.23 Cap: $2.86B
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• Nutrien Ltd. (NTR $105.01)
  • $105.01 P/E (TTM): 33.72X Cap: $50.75B
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• Linde plc (LIN $495.76)
  • $495.76 P/E (TTM): 34.2X Cap: $229.73B
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• Corteva Inc. (CTVA $83.71)
  • $83.71 P/E (TTM): 48.45X Cap: $56.19B
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• VanEck Agribusiness ETF (MOO $84.50)
  • $84.50 P/E (TTM): 22.93X Cap: $1.09B
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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 $72.69)
  • $72.69 P/E (TTM): 30.49X Cap: $34.57B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• iShares Global Agriculture Index ETF (COW $75.40)
  • $75.40 P/E (TTM): 17.83X Cap: $297M
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• Nutrien Ltd. (NTR $105.01)
  • $105.01 P/E (TTM): 33.72X Cap: $50.75B
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• Corteva Inc. (CTVA $83.71)
  • $83.71 P/E (TTM): 48.45X Cap: $56.19B
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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 $211.90)
  • $211.90 P/E (TTM): 33.13X Cap: $19.78B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
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• Darden Restaurants Inc. (DRI $196.04)
  • $196.04 P/E (TTM): 20.59X Cap: $22.34B
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• Uber Technologies Inc. (UBER $71.93)
  • $71.93 P/E (TTM): 15.88X Cap: $146.94B
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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 $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
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• Eaton Corporation PLC (ETN $357.67)
  • $357.67 P/E (TTM): 34.42X Cap: $133.28B
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• Quanta Services Inc. (PWR $549.02)
  • $549.02 P/E (TTM): 83.45X Cap: $82.14B
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• Rockwell Automation Inc. (ROK $358.88)
  • $358.88 P/E (TTM): 40.94X Cap: $39.15B
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• Zebra Technologies Corporation (ZBRA $209.08)
  • $209.08 P/E (TTM): 25.17X Cap: $10.25B
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• Teradyne Inc. (TER $296.46)
  • $296.46 P/E (TTM): 87.59X Cap: $46.41B
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• Energizer Holdings Inc. (ENR $16.42)
  • $16.42 P/E (TTM): 5.75X Cap: $1.14B
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• Terex Corporation (TEX $59.10)
  • $59.10 P/E (TTM): 17.87X Cap: $6.65B
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• GE Vernova Inc. (GEV $872.90)
  • $872.90 P/E (TTM): 49.89X Cap: $235.27B
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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 $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
  • View CAT Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Union Pacific Corporation (UNP $242.62)
  • $242.62 P/E (TTM): 19.91X Cap: $144.03B
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• Canadian Pacific Kansas City Limited (CP $109.47)
  • $109.47 P/E (TTM): 24.2X Cap: $98.22B
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• Transdigm Group Incorporated (TDG $1,158.96)
  • $1,158.96 P/E (TTM): 36.45X Cap: $65.45B
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• Axon Enterprise Inc. (AXON $424.69)
  • $424.69 P/E (TTM): 274.88X Cap: $34.14B
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• Comfort Systems USA Inc. (FIX $1,378.99)
  • $1,378.99 P/E (TTM): 44.05X Cap: $48.50B
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• Old Dominion Freight Line Inc. (ODFL $195.40)
  • $195.40 P/E (TTM): 38.78X Cap: $39.40B
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• Heico Corporation (HEI $274.20)
  • $274.20 P/E (TTM): 55.26X Cap: $38.25B
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• L3Harris Technologies Inc. (LHX $345.15)
  • $345.15 P/E (TTM): 40.5X Cap: $63.49B
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• Vertiv Holdings LLC Class A (VRT $250.58)
  • $250.58 P/E (TTM): 68.69X Cap: $95.87B
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• RTX Corporation (RTX $192.90)
  • $192.90 P/E (TTM): 39.28X Cap: $251.89B
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• Rocket Lab Corporation (RKLB $64.22)
  • $64.22 Cap: $32.84B
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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 $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
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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 $341.79)
  • $341.79 P/E (TTM): 37.03X Cap: $256.43B
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
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• Archer-Daniels-Midland Company (ADM $72.69)
  • $72.69 P/E (TTM): 30.49X Cap: $34.57B
  • View ADM Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
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• FedEx Corporation (FDX $356.18)
  • $356.18 P/E (TTM): 19.69X Cap: $81.54B
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• Lockheed Martin Corporation (LMT $604.39)
  • $604.39 P/E (TTM): 28.68X Cap: $137.94B
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• Prologis Inc. (PLD $132.18)
  • $132.18 P/E (TTM): 36.6X Cap: $120.05B
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• RioCan Real Estate Investment Trust (REI.UN $18.99)
  • $18.99 P/E (TTM): 83.74X Cap: $5.57B
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• CAE Inc. (CAE $36.22)
  • $36.22 P/E (TTM): 32.06X Cap: $11.42B
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• TFI International Inc. (TFII $151.42)
  • $151.42 P/E (TTM): 37.02X Cap: $12.43B
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• Nutrien Ltd. (NTR $105.01)
  • $105.01 P/E (TTM): 33.72X Cap: $50.75B
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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 $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
  • View CAT Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • 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 $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
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• Chubb Limited (CB $325.93)
  • $325.93 P/E (TTM): 12.69X Cap: $126.96B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Duke Energy Corporation (Holding Company) (DUK $130.94)
  • $130.94 P/E (TTM): 20.22X Cap: $102.48B
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• Ecolab Inc. (ECL $266.02)
  • $266.02 P/E (TTM): 35.87X Cap: $74.13B
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• Coca-Cola Company (The) (KO $76.05)
  • $76.05 P/E (TTM): 24.71X Cap: $328.27B
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• NextEra Energy Inc. (NEE $92.88)
  • $92.88 P/E (TTM): 27.34X Cap: $193.51B
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• Procter & Gamble Company (The) (PG $144.44)
  • $144.44 P/E (TTM): 21.33X Cap: $335.67B
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• Progressive Corporation (The) (PGR $198.24)
  • $198.24 P/E (TTM): 10.67X Cap: $116.15B
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• Roper Technologies Inc. (ROP $353.86)
  • $353.86 P/E (TTM): 24.89X Cap: $36.22B
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• Walmart Inc. (WMT $124.28)
  • $124.28 Cap: $984.59B
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• Xylem Inc. New (XYL $119.50)
  • $119.50 P/E (TTM): 30.6X Cap: $28.24B
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• Loblaw Companies Limited (L $63.42)
  • $63.42 P/E (TTM): 12.08X Cap: $74.52B
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• Sun Life Financial Inc. (SLF $87.15)
  • $87.15 P/E (TTM): 14.08X Cap: $47.81B
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• Dollarama Inc. (DOL $170.73)
  • $170.73 P/E (TTM): 39.61X Cap: $45.85B
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• Intact Financial Corporation (IFC $252.08)
  • $252.08 P/E (TTM): 13.72X Cap: $44.56B
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• Fortis Inc. (FTS $77.61)
  • $77.61 P/E (TTM): 21.69X Cap: $39.60B
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• Metro Inc. (MRU $95.18)
  • $95.18 P/E (TTM): 27.58X Cap: $20.28B
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• North West Company Inc. (The) (NWC $54.53)
  • $54.53 P/E (TTM): 18.52X Cap: $2.58B
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• Premium Brands Holdings Corporation (PBH $82.13)
  • $82.13 P/E (TTM): 55.29X Cap: $4.28B
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• Hydro One Limited (H $57.45)
  • $57.45 P/E (TTM): 26.09X Cap: $34.45B
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• Nutrien Ltd. (NTR $105.01)
  • $105.01 P/E (TTM): 33.72X Cap: $50.75B
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• Arthur J. Gallagher & Co. (AJG $216.58)
  • $216.58 P/E (TTM): 37.62X Cap: $55.63B
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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

• Regeneron Pharmaceuticals Inc. (REGN $772.64)
  • $772.64 P/E (TTM): 17.76X Cap: $81.68B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Leidos Holdings Inc. (LDOS $155.52)
  • $155.52 P/E (TTM): 13.84X Cap: $19.61B
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• Tetra Tech Inc. (TTEK $30.12)
  • $30.12 P/E (TTM): 23.47X Cap: $7.76B
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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 $45.30)
  • $45.30 P/E (TTM): 22.17X Cap: $23.82B
  • View TSCO Profile
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• Archer-Daniels-Midland Company (ADM $72.69)
  • $72.69 P/E (TTM): 30.49X Cap: $34.57B
  • View ADM Profile
  • View Questions on ADM
• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
  • View Questions on DE
• iShares Global Agriculture Index ETF (COW $75.40)
  • $75.40 P/E (TTM): 17.83X Cap: $297M
  • View COW Profile
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• Invesco Aerospace & Defense ETF (PPA $165.70)
  • $165.70 P/E (TTM): 18.13X Cap: $7.84B
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• iShares U.S. Aerospace & Defense ETF (ITA $218.75)
  • $218.75 P/E (TTM): 20.14X Cap: $13.38B
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• iShares MSCI Hong Kong ETF (EWH $23.09)
  • $23.09 P/E (TTM): 18.46X Cap: $819M
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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 $4,210.32)
  • $4,210.32 P/E (TTM): 26.46X Cap: $130.41B
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
  • View Questions on DE
• Canadian National Railway Company (CNR $143.18)
  • $143.18 P/E (TTM): 18.25X Cap: $87.45B
  • View CNR Profile
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• Canadian Natural Resources Limited (CNQ $67.86)
  • $67.86 P/E (TTM): 20.97X Cap: $143.57B
  • View CNQ Profile
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• T-Mobile US Inc. (TMUS $210.03)
  • $210.03 P/E (TTM): 21.48X Cap: $231.42B
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• Fiserv Inc. (FISV $55.80)
  • $55.80 Cap: $29.84B
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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 $572.13)
  • $572.13 P/E (TTM): 25.72X Cap: $1.35T
  • View META Profile
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• Alphabet Inc. (GOOG $286.86)
  • $286.86 P/E (TTM): 27.66X Cap: $3.30T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $370.17)
  • $370.17 P/E (TTM): 23.95X Cap: $2.66T
  • View MSFT Profile
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• Netflix Inc. (NFLX $96.15)
  • $96.15 P/E (TTM): 36.92X Cap: $392.53B
  • View NFLX Profile
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• NVIDIA Corporation (NVDA $174.40)
  • $174.40 P/E (TTM): 35.84X Cap: $4.01T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,210.32)
  • $4,210.32 P/E (TTM): 26.46X Cap: $130.41B
  • View BKNG Profile
  • View Questions on BKNG
• Tractor Supply Company (TSCO $45.30)
  • $45.30 P/E (TTM): 22.17X Cap: $23.82B
  • View TSCO Profile
  • View Questions on TSCO
• AutoZone Inc. (AZO $3,377.78)
  • $3,377.78 P/E (TTM): 29.13X Cap: $55.07B
  • View AZO Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
  • View Questions on DE
• Ecolab Inc. (ECL $266.02)
  • $266.02 P/E (TTM): 35.87X Cap: $74.13B
  • View ECL Profile
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• Sherwin-Williams Company (The) (SHW $320.55)
  • $320.55 P/E (TTM): 30.57X Cap: $78.14B
  • View SHW Profile
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• Union Pacific Corporation (UNP $242.62)
  • $242.62 P/E (TTM): 19.91X Cap: $144.03B
  • View UNP Profile
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• Super Micro Computer Inc. (SMCI $22.77)
  • $22.77 P/E (TTM): 15.49X Cap: $13.63B
  • View SMCI Profile
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• Linde plc (LIN $495.76)
  • $495.76 P/E (TTM): 34.2X Cap: $229.73B
  • View LIN Profile
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• Crocs Inc. (CROX $83.02)
  • $83.02 Cap: $4.17B
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• Old Dominion Freight Line Inc. (ODFL $195.40)
  • $195.40 P/E (TTM): 38.78X Cap: $39.40B
  • View ODFL Profile
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• CrowdStrike Holdings Inc. (CRWD $390.41)
  • $390.41 Cap: $99.01B
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• Trane Technologies plc (TT $416.74)
  • $416.74 P/E (TTM): 32.74X Cap: $89.40B
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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 $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• GE Aerospace (GE $283.77)
  • $283.77 P/E (TTM): 35.82X Cap: $296.49B
  • View GE Profile
  • View Questions on GE
• Union Pacific Corporation (UNP $242.62)
  • $242.62 P/E (TTM): 19.91X Cap: $144.03B
  • View UNP Profile
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• Waste Management Inc. (WM $229.79)
  • $229.79 P/E (TTM): 33.96X Cap: $92.75B
  • View WM Profile
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• Transdigm Group Incorporated (TDG $1,158.96)
  • $1,158.96 P/E (TTM): 36.45X Cap: $65.45B
  • View TDG Profile
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• Old Dominion Freight Line Inc. (ODFL $195.40)
  • $195.40 P/E (TTM): 38.78X Cap: $39.40B
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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 $253.79)
  • $253.79 P/E (TTM): 31.83X Cap: $3.62T
  • View AAPL Profile
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• PACCAR Inc. (PCAR $115.50)
  • $115.50 P/E (TTM): 25.35X Cap: $59.18B
  • View PCAR Profile
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• QUALCOMM Incorporated (QCOM $128.78)
  • $128.78 P/E (TTM): 25.88X Cap: $135.58B
  • View QCOM Profile
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• Caterpillar Inc. (CAT $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
  • View CAT Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Lockheed Martin Corporation (LMT $604.39)
  • $604.39 P/E (TTM): 28.68X Cap: $137.94B
  • View LMT Profile
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• United Rentals Inc. (URI $728.56)
  • $728.56 P/E (TTM): 18.96X Cap: $44.89B
  • View URI Profile
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• Zebra Technologies Corporation (ZBRA $209.08)
  • $209.08 P/E (TTM): 25.17X Cap: $10.25B
  • View ZBRA Profile
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• Insight Enterprises Inc. (NSIT $67.01)
  • $67.01 P/E (TTM): 14.31X Cap: $2.16B
  • View NSIT Profile
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• CDW Corporation (CDW $121.02)
  • $121.02 P/E (TTM): 14.67X Cap: $15.57B
  • 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 $961.71)
  • $961.71 P/E (TTM): 27.6X Cap: $145.28B
  • View BLK Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Constellation Brands Inc. (STZ $150.00)
  • $150.00 P/E (TTM): 23.82X Cap: $26.18B
  • View STZ Profile
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• Thermo Fisher Scientific Inc (TMO $491.53)
  • $491.53 P/E (TTM): 26.95X Cap: $178.33B
  • View TMO Profile
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• lululemon athletica inc. (LULU $153.10)
  • $153.10 P/E (TTM): 11.44X Cap: $16.91B
  • View LULU Profile
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• ServiceNow Inc. (NOW $104.55)
  • $104.55 P/E (TTM): 66.36X Cap: $109.79B
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• Palo Alto Networks Inc. (PANW $160.32)
  • $160.32 P/E (TTM): 90.64X Cap: $125.94B
  • 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 $708.46)
  • $708.46 P/E (TTM): 35.48X Cap: $329.63B
  • View CAT Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
  • View Questions on DE
• Finning International Inc. (FTT $86.08)
  • $86.08 P/E (TTM): 17.54X Cap: $10.94B
  • View FTT Profile
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• Toromont Industries Ltd. (TIH $194.76)
  • $194.76 P/E (TTM): 32.27X Cap: $15.47B
  • View TIH Profile
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  • View Reports on TIH
• Wajax Corporation (WJX $32.38)
  • $32.38 P/E (TTM): 14.98X Cap: $680M
  • View WJX Profile
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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 $48.75)
  • $48.75 P/E (TTM): 12.57X Cap: $337.49B
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• Citigroup Inc. (C $113.41)
  • $113.41 P/E (TTM): 15.97X Cap: $187.64B
  • View C Profile
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• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Danaher Corporation (DHR $189.60)
  • $189.60 P/E (TTM): 37.7X Cap: $130.13B
  • View DHR Profile
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• Honeywell International Inc. (HON $226.03)
  • $226.03 P/E (TTM): 30.3X Cap: $142.06B
  • View HON Profile
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• JPMorgan Chase & Co. (JPM $294.16)
  • $294.16 P/E (TTM): 14.49X Cap: $765.33B
  • View JPM Profile
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• Thermo Fisher Scientific Inc (TMO $491.53)
  • $491.53 P/E (TTM): 26.95X Cap: $178.33B
  • View TMO Profile
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• Palo Alto Networks Inc. (PANW $160.32)
  • $160.32 P/E (TTM): 90.64X Cap: $125.94B
  • View PANW Profile
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• Arista Networks Inc. (ANET $122.78)
  • $122.78 P/E (TTM): 49.41X Cap: $145.92B
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• Zscaler Inc. (ZS $140.29)
  • $140.29 Cap: $22.55B
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• Crocs Inc. (CROX $83.02)
  • $83.02 Cap: $4.17B
  • View CROX Profile
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• Synopsys Inc. (SNPS $396.48)
  • $396.48 P/E (TTM): 66.64X Cap: $73.39B
  • View SNPS Profile
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• SPS Commerce Inc. (SPSC $55.67)
  • $55.67 P/E (TTM): 23.74X Cap: $2.05B
  • View SPSC Profile
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• CrowdStrike Holdings Inc. (CRWD $390.41)
  • $390.41 Cap: $99.01B
  • View CRWD Profile
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• iShares Core S&P Small-Cap ETF (IJR $124.31)
  • $124.31 P/E (TTM): 17.5X Cap: $92.07B
  • View IJR Profile
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• Shift4 Payments Inc. Class A (FOUR $43.73)
  • $43.73 P/E (TTM): 62.99X Cap: $3.54B
  • View FOUR Profile
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• ISHARES TRUST (IJT $144.71)
  • $144.71 P/E (TTM): 19.17X Cap: $6.27B
  • 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 $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
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• Home Depot Inc. (The) (HD $328.89)
  • $328.89 P/E (TTM): 22.57X Cap: $327.57B
  • View HD Profile
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• ONEX Corporation Subordinate Voting Shares (ONEX $101.52)
  • $101.52 P/E (TTM): 8.26X Cap: $6.97B
  • View ONEX Profile
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• Toromont Industries Ltd. (TIH $194.76)
  • $194.76 P/E (TTM): 32.27X Cap: $15.47B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TFI International Inc. (TFII $151.42)
  • $151.42 P/E (TTM): 37.02X Cap: $12.43B
  • View TFII Profile
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  • View Reports on TFII
• Magna International Inc. (MG $77.69)
  • $77.69 P/E (TTM): 18.39X Cap: $21.89B
  • 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 $243.08)
  • $243.08 P/E (TTM): 14.83X Cap: $97.46B
  • View ADBE Profile
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• Alphabet Inc. (GOOG $286.86)
  • $286.86 P/E (TTM): 27.66X Cap: $3.30T
  • View GOOG Profile
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• Intuit Inc. (INTU $432.38)
  • $432.38 P/E (TTM): 29.73X Cap: $118.64B
  • View INTU Profile
  • View Questions on INTU
• Deere & Company (DE $563.30)
  • $563.30 P/E (TTM): 32.09X Cap: $149.60B
  • View DE Profile
  • View Questions on DE
• Rockwell Automation Inc. (ROK $358.88)
  • $358.88 P/E (TTM): 40.94X Cap: $39.15B
  • View ROK Profile
  • View Questions on ROK
• United Rentals Inc. (URI $728.56)
  • $728.56 P/E (TTM): 18.96X Cap: $44.89B
  • View URI Profile
  • View Questions on URI
• ServiceNow Inc. (NOW $104.55)
  • $104.55 P/E (TTM): 66.36X Cap: $109.79B
  • View NOW Profile
  • View Questions on NOW
• The Trade Desk Inc. (TTD $22.69)
  • $22.69 P/E (TTM): 26.61X Cap: $10.79B
  • View TTD Profile
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• Copart Inc. (CPRT $33.20)
  • $33.20 P/E (TTM): 21.0X Cap: $31.98B
  • View CPRT Profile
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• Crocs Inc. (CROX $83.02)
  • $83.02 Cap: $4.17B
  • View CROX Profile
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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