• Booking Holdings Inc. (BKNG)
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• Eli Lilly and Company (LLY)
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• Dollarama Inc. (DOL)
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• Toromont Industries Ltd. (TIH)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Rollins Inc. (ROL)
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• Fair Isaac Corporation (FICO)
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• Transdigm Group Incorporated (TDG)
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• Axon Enterprise Inc. (AXON)
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• Arthur J. Gallagher & Co. (AJG)
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• Brown & Brown Inc. (BRO)
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• Heico Corporation (HEI)
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• Propel Holdings Inc. (PRL)
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Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks

Upvote 20

Read Answer Asked by Ben on September 22, 2024

• XPEL Inc. (XPEL)
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• Transdigm Group Incorporated (TDG)
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• Arch Capital Group Ltd. (ACGL)
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• Tyler Technologies Inc. (TYL)
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• Brown & Brown Inc. (BRO)
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• Heico Corporation (HEI)
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Q: In your answer to Judith today, you identified four outstanding Canadian stocks that may develop, over time, to be as good as LMN. Could you identify 4-5 US stocks that have similar characteristics?

Upvote 14

Read Answer Asked by Greg on April 25, 2024

• Aon plc Class A (Ireland) (AON)
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• Chubb Limited (CB)
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• Marsh & McLennan Companies Inc. (MMC)
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• Arthur J. Gallagher & Co. (AJG)
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• Brown & Brown Inc. (BRO)
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Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.

Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?

Thank you!

Upvote 2

Read Answer Asked by Greg on November 29, 2023