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Progressive Corporation (The) (PGR $244.98)
- $244.98 Fwd P/E: 16.82X Cap: $146.19B
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Costco Wholesale Corporation (COST $970.33)
- $970.33 Fwd P/E: 56.67X Cap: $430.31B
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Progressive Corporation (The) (PGR $244.98)
- $244.98 Fwd P/E: 16.82X Cap: $146.19B
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United Rentals Inc. (URI $814.28)
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Walmart Inc. (WMT $94.40)
- $94.40 Fwd P/E: 40.54X Cap: $753.35B
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Caseys General Stores Inc. (CASY $516.59)
- $516.59 Fwd P/E: 35.72X Cap: $19.20B
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Axon Enterprise Inc. (AXON $729.62)
- $729.62 Fwd P/E: 177.05X Cap: $57.06B
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Arthur J. Gallagher & Co. (AJG $311.54)
- $311.54 Fwd P/E: 48.39X Cap: $80.30B
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Comfort Systems USA Inc. (FIX $539.50)
- $539.50 Fwd P/E: 32.02X Cap: $18.82B
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Brown & Brown Inc. (BRO $106.75)
- $106.75 Fwd P/E: 30.03X Cap: $31.15B
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Robinhood Markets Inc. (HOOD $98.34)
- $98.34 Fwd P/E: 56.4X Cap: $87.09B
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Skyward Specialty Insurance Group Inc. (SKWD $52.13)
- $52.13 Fwd P/E: 17.92X Cap: $2.10B
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Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
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Caterpillar Inc. (CAT $405.92)
- $405.92 Fwd P/E: 19.92X Cap: $192.34B
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Chubb Limited (CB $278.05)
- $278.05 Fwd P/E: 13.51X Cap: $111.42B
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Deere & Company (DE $512.41)
- $512.41 Fwd P/E: 25.09X Cap: $140.61B
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Duke Energy Corporation (Holding Company) (DUK $117.46)
- $117.46 Fwd P/E: 19.6X Cap: $91.29B
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Ecolab Inc. (ECL $266.96)
- $266.96 Fwd P/E: 36.3X Cap: $75.63B
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Coca-Cola Company (The) (KO $69.87)
- $69.87 Fwd P/E: 28.02X Cap: $300.73B
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NextEra Energy Inc. (NEE $74.40)
- $74.40 Fwd P/E: 27.96X Cap: $153.65B
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Procter & Gamble Company (The) (PG $157.05)
- $157.05 Fwd P/E: 25.16X Cap: $371.58B
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Progressive Corporation (The) (PGR $244.98)
- $244.98 Fwd P/E: 16.82X Cap: $146.19B
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Roper Technologies Inc. (ROP $547.46)
- $547.46 Fwd P/E: 39.64X Cap: $59.11B
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Walmart Inc. (WMT $94.40)
- $94.40 Fwd P/E: 40.54X Cap: $753.35B
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Xylem Inc. New (XYL $130.95)
- $130.95 Fwd P/E: 35.47X Cap: $31.86B
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Loblaw Companies Limited (L $221.63)
- $221.63 Fwd P/E: 31.0X Cap: $66.87B
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Sun Life Financial Inc. (SLF $85.00)
- $85.00 Fwd P/E: 15.5X Cap: $48.31B
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Dollarama Inc. (DOL $190.07)
- $190.07 Fwd P/E: 43.52X Cap: $52.69B
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Intact Financial Corporation (IFC $309.37)
- $309.37 Fwd P/E: 24.98X Cap: $55.18B
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Fortis Inc. (FTS $64.61)
- $64.61 Fwd P/E: 19.47X Cap: $32.40B
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Metro Inc. (MRU $104.51)
- $104.51 Fwd P/E: 23.59X Cap: $23.03B
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North West Company Inc. (The) (NWC $47.63)
- $47.63 Fwd P/E: 16.97X Cap: $2.28B
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Premium Brands Holdings Corporation (PBH $83.13)
- $83.13 Fwd P/E: 31.81X Cap: $3.77B
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Hydro One Limited (H $49.16)
- $49.16 Fwd P/E: 24.24X Cap: $29.55B
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Nutrien Ltd. (NTR $83.44)
- $83.44 Fwd P/E: 56.84X Cap: $40.52B
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Arthur J. Gallagher & Co. (AJG $311.54)
- $311.54 Fwd P/E: 48.39X Cap: $80.30B
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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
Thank you,
Mike
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Tractor Supply Company (TSCO $56.79)
- $56.79 Fwd P/E: 28.53X Cap: $30.45B
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Progressive Corporation (The) (PGR $244.98)
- $244.98 Fwd P/E: 16.82X Cap: $146.19B
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Philip Morris International Inc (PM $179.91)
- $179.91 Fwd P/E: 37.24X Cap: $281.71B
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Union Pacific Corporation (UNP $235.10)
- $235.10 Fwd P/E: 21.35X Cap: $141.60B
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Visa Inc. (V $347.93)
- $347.93 Fwd P/E: 35.77X Cap: $679.90B
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Domino's Pizza Inc (DPZ $464.48)
- $464.48 Fwd P/E: 26.94X Cap: $16.09B
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Ares Management Corporation Class A (ARES $177.37)
- $177.37 Fwd P/E: 103.34X Cap: $58.82B
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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y
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