• O'Reilly Automotive Inc. (ORLY $92.67)
  • $92.67 Fwd P/E: 33.7X Cap: $79.21B
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• AutoZone Inc. (AZO $3,790.64)
  • $3,790.64 Fwd P/E: 25.28X Cap: $63.41B
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• Genuine Parts Company (GPC $125.53)
  • $125.53 Fwd P/E: 20.92X Cap: $17.42B
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Q: can I get your thoughts on GPC ? Is it worth buying or is there something better for the sector ?

Upvote 1

Read Answer Asked by ric on June 27, 2025

• Costco Wholesale Corporation (COST $992.18)
  • $992.18 Fwd P/E: 57.65X Cap: $440B
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• O'Reilly Automotive Inc. (ORLY $92.67)
  • $92.67 Fwd P/E: 33.7X Cap: $79.21B
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• Booking Holdings Inc. (BKNG $5,815.92)
  • $5,815.92 Fwd P/E: 35.64X Cap: $189.25B
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• AutoZone Inc. (AZO $3,790.64)
  • $3,790.64 Fwd P/E: 25.28X Cap: $63.41B
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• TJX Companies Inc. (The) (TJX $125.17)
  • $125.17 Fwd P/E: 29.61X Cap: $139.64B
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• Walmart Inc. (WMT $99.35)
  • $99.35 Fwd P/E: 42.03X Cap: $792.85B
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• Caseys General Stores Inc. (CASY $526.16)
  • $526.16 Fwd P/E: 35.28X Cap: $19.56B
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• Pool Corporation (POOL $296.18)
  • $296.18 Fwd P/E: 28.28X Cap: $11.35B
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• Revolve Group Inc. Class A (RVLV $20.37)
  • $20.37 Fwd P/E: 30.26X Cap: $1.45B
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• Mama's Creations Inc. (MAMA $8.59)
  • $8.59 Fwd P/E: 81.73X Cap: $338M
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Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!

Upvote 9

Read Answer Asked by Sean on November 27, 2024

• Costco Wholesale Corporation (COST $992.18)
  • $992.18 Fwd P/E: 57.65X Cap: $440B
  • View COST Profile
  • View Questions on COST
• O'Reilly Automotive Inc. (ORLY $92.67)
  • $92.67 Fwd P/E: 33.7X Cap: $79.21B
  • View ORLY Profile
  • View Questions on ORLY
• AutoZone Inc. (AZO $3,790.64)
  • $3,790.64 Fwd P/E: 25.28X Cap: $63.41B
  • View AZO Profile
  • View Questions on AZO
• Mastercard Incorporated (MA $565.12)
  • $565.12 Fwd P/E: 39.92X Cap: $513.15B
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• NextEra Energy Inc. (NEE $74.75)
  • $74.75 Fwd P/E: 27.67X Cap: $153.88B
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• UnitedHealth Group Incorporated (DE) (UNH $303.71)
  • $303.71 Fwd P/E: 12.92X Cap: $275.50B
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• Visa Inc. (V $356.64)
  • $356.64 Fwd P/E: 36.07X Cap: $681.35B
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• Walmart Inc. (WMT $99.35)
  • $99.35 Fwd P/E: 42.03X Cap: $792.85B
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• Canadian National Railway Company (CNR $140.70)
  • $140.70 Fwd P/E: 20.18X Cap: $88.28B
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• Canadian Pacific Kansas City Limited (CP $108.83)
  • $108.83 Fwd P/E: 26.62X Cap: $101.55B
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• Dollarama Inc. (DOL $189.46)
  • $189.46 Fwd P/E: 43.6X Cap: $52.93B
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• Intact Financial Corporation (IFC $313.75)
  • $313.75 Fwd P/E: 25.22X Cap: $55.96B
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• Hydro One Limited (H $49.40)
  • $49.40 Fwd P/E: 24.03X Cap: $29.62B
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• EQB Inc. (EQB $100.27)
  • $100.27 Fwd P/E: 10.26X Cap: $3.83B
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Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Upvote 33

Read Answer Asked by Neil on November 25, 2024