Investment Q&A

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
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Q: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.

Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?

Upvote 3

Read Answer Asked by Patrick on January 13, 2026

• Lam Research Corporation (LRCX $222.96)
  • $222.96 P/E (TTM): 48.01X Cap: $280.04B
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.41X Cap: $4.52T
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• O'Reilly Automotive Inc. (ORLY $94.70)
  • $94.70 P/E (TTM): 32.44X Cap: $79.93B
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• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.83X Cap: $164.90B
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• AutoZone Inc. (AZO $3,522.02)
  • $3,522.02 P/E (TTM): 29.73X Cap: $58.35B
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Tesla Inc. (TSLA $437.50)
  • $437.50 P/E (TTM): 292.38X Cap: $1.45T
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• Blackstone Inc. (BX $163.50)
  • $163.50 P/E (TTM): 46.08X Cap: $120.73B
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• Robinhood Markets Inc. (HOOD $108.74)
  • $108.74 P/E (TTM): 45.98X Cap: $97.77B
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• Nebius Group N.V. (NBIS $108.73)
  • $108.73 Cap: $25.88B
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Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

Upvote 22

Read Answer Asked by Marco on January 12, 2026

• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.83X Cap: $288.53B
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
  • View Questions on JPM
• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $47.72)
  • $47.72 Cap: $18.63B
  • View GLXY Profile
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  • View Reports on GLXY
• Coinbase Global Inc (COIN $241.15)
  • $241.15 P/E (TTM): 20.7X Cap: $65.02B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $108.74)
  • $108.74 P/E (TTM): 45.98X Cap: $97.77B
  • View HOOD Profile
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• Circle Internet Group Inc. Class A (CRCL $78.61)
  • $78.61 Cap: $18.51B
  • View CRCL Profile
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Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard

Upvote 7

Read Answer Asked by richard on November 04, 2025

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
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• Corpay Inc. (CPAY $320.66)
  • $320.66 P/E (TTM): 22.47X Cap: $23.14B
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Q: What is your analysis of Corpay (CPAY) as an undervalued investment at its current price of $283, well below its 52-week high? Analysts forecast earnings growth from $21.05 per share this year to ~$28 by 2027 and ~$33 by 2028, suggesting forward P/E ratios of 10 and 8.5, respectively. Corpay’s acquisition of Alpha Group in the UK could drive accelerated earnings growth through its fast-growing cross-border payments division, which the market may be undervaluing. Additionally, Mastercard’s recent $300 million investment for a 3% stake in Corpay’s cross-border payments business signals strong external confidence. Is this an attractive opportunity at current levels?

Upvote 1

Read Answer Asked by T Michael on October 27, 2025

• American Express Company (AXP $364.79)
  • $364.79 P/E (TTM): 24.0X Cap: $251.28B
  • View AXP Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.

Upvote 6

Read Answer Asked by Lin on October 15, 2025

• Nasdaq Inc. (NDAQ $100.98)
  • $100.98 P/E (TTM): 35.7X Cap: $57.65B
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• BlackRock Inc. (BLK $1,163.17)
  • $1,163.17 P/E (TTM): 29.73X Cap: $180.46B
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Cboe Global Markets Inc. (CBOE $273.55)
  • $273.55 P/E (TTM): 29.12X Cap: $28.62B
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Q: Hi there,

I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?

Upvote 6

Read Answer Asked by Mark on October 14, 2025

• CME Group Inc. (CME $279.50)
  • $279.50 P/E (TTM): 26.41X Cap: $100.78B
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• Intercontinental Exchange Inc. (ICE $173.98)
  • $173.98 P/E (TTM): 31.56X Cap: $99.19B
  • View ICE Profile
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Intact Financial Corporation (IFC $266.30)
  • $266.30 P/E (TTM): 22.53X Cap: $47.35B
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• TMX Group Limited (X $51.59)
  • $51.59 P/E (TTM): 30.95X Cap: $14.35B
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• Berkshire Hathaway Inc. (BRK.B $493.29)
  • $493.29 P/E (TTM): 15.75X Cap: $1.06T
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.48X Cap: $147.99B
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Q: Please rank these financials in order of preference with the sole consideration being overall return potential for a 5 year hold.

Thank you.

Upvote 9

Read Answer Asked by Karim on October 09, 2025

• CME Group Inc. (CME $279.50)
  • $279.50 P/E (TTM): 26.41X Cap: $100.78B
  • View CME Profile
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• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.83X Cap: $288.53B
  • View GS Profile
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• Intercontinental Exchange Inc. (ICE $173.98)
  • $173.98 P/E (TTM): 31.56X Cap: $99.19B
  • View ICE Profile
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Coinbase Global Inc (COIN $241.15)
  • $241.15 P/E (TTM): 20.7X Cap: $65.02B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $108.74)
  • $108.74 P/E (TTM): 45.98X Cap: $97.77B
  • View HOOD Profile
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Q: In a recent response to a question, you suggested that US financials were your second highest conviction sector, after tech.


With that in mind, could you please share your top six U.S. financial picks, ranked by conviction? Does BRK.B make the list? I’d appreciate a brief justification either way.

Thank you,

Upvote 11

Read Answer Asked by Karim on October 06, 2025

• Broadcom Inc. (AVGO $351.71)
  • $351.71 P/E (TTM): 72.21X Cap: $1.66T
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• Garmin Ltd. (Switzerland) (GRMN $211.80)
  • $211.80 P/E (TTM): 26.21X Cap: $40.73B
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• Goldman Sachs Group Inc. (The) (GS $962.00)
  • $962.00 P/E (TTM): 19.83X Cap: $288.53B
  • View GS Profile
  • View Questions on GS
• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
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• Eli Lilly and Company (LLY $1,038.40)
  • $1,038.40 P/E (TTM): 50.54X Cap: $981.68B
  • View LLY Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 66.84X Cap: $60.28B
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  • View Reports on CSU
• Tesla Inc. (TSLA $437.50)
  • $437.50 P/E (TTM): 292.38X Cap: $1.45T
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• Axon Enterprise Inc. (AXON $636.04)
  • $636.04 P/E (TTM): 202.03X Cap: $50.19B
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• Galaxy Digital Inc. Class A common stock (GLXY $47.72)
  • $47.72 Cap: $18.63B
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• CrowdStrike Holdings Inc. (CRWD $453.88)
  • $453.88 Cap: $114.42B
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• Palantir Technologies Inc. (PLTR $170.96)
  • $170.96 P/E (TTM): 421.6X Cap: $407.47B
  • View PLTR Profile
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• Coinbase Global Inc (COIN $241.15)
  • $241.15 P/E (TTM): 20.7X Cap: $65.02B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $108.74)
  • $108.74 P/E (TTM): 45.98X Cap: $97.77B
  • View HOOD Profile
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Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Upvote 30

Read Answer Asked by Adam on September 30, 2025

• Adobe Inc. (ADBE $296.12)
  • $296.12 P/E (TTM): 18.2X Cap: $121.55B
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• Meta Platforms Inc. (META $620.25)
  • $620.25 P/E (TTM): 27.49X Cap: $1.56T
  • View META Profile
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• Alphabet Inc. (GOOGL $330.00)
  • $330.00 P/E (TTM): 32.85X Cap: $3.98T
  • View GOOGL Profile
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• Microsoft Corporation (MSFT $459.86)
  • $459.86 P/E (TTM): 32.48X Cap: $3.41T
  • View MSFT Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA

Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.

Upvote 9

Read Answer Asked by ALNOOR on September 19, 2025

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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Q: Does it not make sense that V and MA would benefit from stablecoin as it may be intergrated into the existing payment infrastructure and not seen as competition?

Upvote 6

Read Answer Asked by George on June 23, 2025

• PayPal Holdings Inc. (PYPL $56.89)
  • $56.89 P/E (TTM): 11.42X Cap: $53.22B
  • View PYPL Profile
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• JPMorgan Chase & Co. (JPM $312.47)
  • $312.47 P/E (TTM): 15.31X Cap: $850.62B
  • View JPM Profile
  • View Questions on JPM
• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.03)
  • $217.03 P/E (TTM): 117.82X Cap: $282.41B
  • View SHOP Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $47.72)
  • $47.72 Cap: $18.63B
  • View GLXY Profile
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  • View Reports on GLXY
• Coinbase Global Inc (COIN $241.15)
  • $241.15 P/E (TTM): 20.7X Cap: $65.02B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $108.74)
  • $108.74 P/E (TTM): 45.98X Cap: $97.77B
  • View HOOD Profile
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• iShares Ethereum Trust ETF (ETHA $24.88)
  • $24.88 Cap: $11.64B
  • View ETHA Profile
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• 3iQ Solana Staking ETF (SOLQ.U $11.56)
  • $11.56 Cap: $184M
  • View SOLQ.U Profile
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• 3iQ Solana Staking ETF (SOLQ $16.10)
  • $16.10 Cap: $260M
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• Circle Internet Group Inc. Class A (CRCL $78.61)
  • $78.61 Cap: $18.51B
  • View CRCL Profile
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Q: Genius act being passed in the USA for stablecoins. Will this effect other, Crypto etc
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i

Upvote 5

Read Answer Asked by Guy on June 17, 2025

• American Express Company (AXP $364.79)
  • $364.79 P/E (TTM): 24.0X Cap: $251.28B
  • View AXP Profile
  • View Questions on AXP
• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
  • View Questions on V

Q: Why do you feel that AXP has fallin more off it highs than the V and MA, which one is the buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on May 02, 2025

• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.41X Cap: $4.52T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.83X Cap: $164.90B
  • View BKNG Profile
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• Abbott Laboratories (ABT $121.76)
  • $121.76 P/E (TTM): 15.5X Cap: $211.72B
  • View ABT Profile
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• NextEra Energy Inc. (NEE $83.63)
  • $83.63 P/E (TTM): 26.18X Cap: $174.16B
  • View NEE Profile
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• UnitedHealth Group Incorporated (DE) (UNH $331.02)
  • $331.02 P/E (TTM): 17.68X Cap: $299.85B
  • View UNH Profile
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• Walmart Inc. (WMT $119.70)
  • $119.70 Cap: $954.02B
  • View WMT Profile
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• Loblaw Companies Limited (L $62.58)
  • $62.58 P/E (TTM): 7.7X Cap: $74.80B
  • View L Profile
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 66.84X Cap: $60.28B
  • View CSU Profile
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  • View Reports on CSU
• Intact Financial Corporation (IFC $266.30)
  • $266.30 P/E (TTM): 22.53X Cap: $47.35B
  • View IFC Profile
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• Fortis Inc. (FTS $72.28)
  • $72.28 P/E (TTM): 20.58X Cap: $36.53B
  • View FTS Profile
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• WSP Global Inc. (WSP $272.19)
  • $272.19 P/E (TTM): 40.33X Cap: $35.54B
  • View WSP Profile
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  • View Reports on WSP
• Alimentation Couche-Tard Inc. (ATD $73.80)
  • $73.80 P/E (TTM): 19.16X Cap: $68.32B
  • View ATD Profile
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• Copart Inc. (CPRT $41.04)
  • $41.04 P/E (TTM): 25.31X Cap: $39.72B
  • View CPRT Profile
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• MSCI Inc. (MSCI $602.58)
  • $602.58 P/E (TTM): 37.88X Cap: $45.27B
  • View MSCI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.48X Cap: $147.99B
  • View BN Profile
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Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point

Upvote 55

Read Answer Asked by Terence on April 04, 2025

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
  • View Questions on V

Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.

Upvote 6

Read Answer Asked by Robbie on February 25, 2025

• PayPal Holdings Inc. (PYPL $56.89)
  • $56.89 P/E (TTM): 11.42X Cap: $53.22B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
  • View Questions on V
• goeasy Ltd. (GSY $134.29)
  • $134.29 P/E (TTM): 9.73X Cap: $2.15B
  • View GSY Profile
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  • View Reports on GSY
• Propel Holdings Inc. (PRL $23.80)
  • $23.80 P/E (TTM): 10.64X Cap: $936M
  • View PRL Profile
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  • View Reports on PRL
• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
  • View FISV Profile
  • View Questions on FISV

Q: Hello,
Can you please give me your input on Paypall earnings. Is it a sell ?
Thanks !

Upvote 6

Read Answer Asked by Nancy on February 05, 2025

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
  • View Questions on V
• Shift4 Payments Inc. Class A (FOUR $64.41)
  • $64.41 P/E (TTM): 30.94X Cap: $5.70B
  • View FOUR Profile
  • View Questions on FOUR

Q: FOUR has bounced back. I sold it when Trump tapped Isaacman as head of NASA because of uncertainty. Is there more certainty that the stock can survive his exit intact, or is it rising on speculation of selling the co?

Upvote 3

Read Answer Asked by Kim on January 31, 2025

• Microsoft Corporation (MSFT $459.86)
  • $459.86 P/E (TTM): 32.48X Cap: $3.41T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $186.23)
  • $186.23 P/E (TTM): 46.41X Cap: $4.52T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,115.91)
  • $5,115.91 P/E (TTM): 33.83X Cap: $164.90B
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
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• NextEra Energy Inc. (NEE $83.63)
  • $83.63 P/E (TTM): 26.18X Cap: $174.16B
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 66.84X Cap: $60.28B
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• Dollarama Inc. (DOL $196.24)
  • $196.24 P/E (TTM): 42.05X Cap: $53.72B
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• Intact Financial Corporation (IFC $266.30)
  • $266.30 P/E (TTM): 22.53X Cap: $47.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.03)
  • $217.03 P/E (TTM): 117.82X Cap: $282.41B
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• Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
  • $65.91 P/E (TTM): 94.48X Cap: $147.99B
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Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?

Upvote 54

Read Answer Asked by Chris on January 29, 2025

• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
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• Moody's Corporation (MCO $538.92)
  • $538.92 P/E (TTM): 43.41X Cap: $96.14B
  • View MCO Profile
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• United Rentals Inc. (URI $921.24)
  • $921.24 P/E (TTM): 23.87X Cap: $58.61B
  • View URI Profile
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• Visa Inc. (V $328.30)
  • $328.30 P/E (TTM): 32.13X Cap: $632.21B
  • View V Profile
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• WSP Global Inc. (WSP $272.19)
  • $272.19 P/E (TTM): 40.33X Cap: $35.54B
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• S&P Global Inc. (SPGI $546.35)
  • $546.35 P/E (TTM): 39.67X Cap: $165.43B
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• MSCI Inc. (MSCI $602.58)
  • $602.58 P/E (TTM): 37.88X Cap: $45.27B
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• Thomson Reuters Corp (TRI $124.02)
  • $124.02 P/E (TTM): 32.05X Cap: $55.24B
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• Ferrari N.V. (RACE $345.23)
  • $345.23 Cap: $83.67B
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• Heico Corporation (HEI $352.55)
  • $352.55 P/E (TTM): 72.92X Cap: $49.13B
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• RTX Corporation (RTX $201.92)
  • $201.92 P/E (TTM): 40.83X Cap: $270.72B
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Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!

Upvote 18

Read Answer Asked by Keith on January 20, 2025

• Broadcom Inc. (AVGO $351.71)
  • $351.71 P/E (TTM): 72.21X Cap: $1.66T
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• Expedia Group Inc. (EXPE $285.11)
  • $285.11 P/E (TTM): 28.43X Cap: $34.93B
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• American Express Company (AXP $364.79)
  • $364.79 P/E (TTM): 24.0X Cap: $251.28B
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• Cummins Inc. (CMI $578.94)
  • $578.94 P/E (TTM): 29.52X Cap: $79.91B
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• D.R. Horton Inc. (DHI $155.96)
  • $155.96 P/E (TTM): 13.89X Cap: $45.54B
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• Mastercard Incorporated (MA $539.49)
  • $539.49 P/E (TTM): 34.7X Cap: $484.45B
  • View MA Profile
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• Constellation Software Inc. (CSU $2,844.99)
  • $2,844.99 P/E (TTM): 66.84X Cap: $60.28B
  • View CSU Profile
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• Tapestry Inc. (TPR $130.69)
  • $130.69 P/E (TTM): 101.57X Cap: $26.74B
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• Hubbell Inc (HUBB $489.31)
  • $489.31 P/E (TTM): 30.01X Cap: $26B
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• Jacobs Solutions Inc. (J $139.94)
  • $139.94 P/E (TTM): 59.45X Cap: $16.61B
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Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks

Upvote 4

Read Answer Asked by sam on December 16, 2024