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Replies to #35 on Portfolio Ideas
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gfp927z

08/27/23 11:45 AM

#36 RE: gfp927z #35

10 stock ideas, based on the upward trajectory and steadiness of their 10 and 15 year charts -


Consumer -
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Costco (COST) - Discount variety warehouse outlets (237 Bil) (Munger)
Pepsico (PEP) - Food and beverage (247 Bil)


Financial -
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Aon PLC (AON) - Fincl svcs, insurance (67 Bil) (Ireland) (Berkshire)
Arthur J. Gallagher & Co (AJG) Insurance services (49 Bil)
Cbiz Inc (CBZ) - Financial, insurance, advisory services (3 Bil)
Marsh & McLennan (MMC) - Insurance, services (96 Bil)


Services -
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Cintas (CTAS) - Uniforms, maintenance services (50 Bil)


Technology -
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CACI Intl (CACI) - Diverse IT services (7 Bil)
CDW Corp (CDW) - IT solutions (27 Bil)
Synopsys (SNPS) - Electronics design automation software (67 Bil)




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