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Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks
- Graphic Packaging Holding Company (GPK)
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Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
- Graphic Packaging Holding Company (GPK)
- NV5 Global Inc. (NVEE)
- Axon Enterprise Inc. (AXON)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
Q: My question is on US stock market in general. Due to this interest hike and other market conditions, you think those companies which have more sales in US will have better chance to show growth in sales and profit compared to large caps with has more sales outside of USA. Your opinion. If yes than if you can name some industrial names which has bright growth prospects.
Thanks
Piyush
Thanks
Piyush
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