• United Rentals Inc. (URI $840.00)
  • $840.00 P/E (TTM): 22.86X Cap: $52.91B
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• GATX Corporation (GATX $184.17)
  • $184.17 P/E (TTM): 21.19X Cap: $6.95B
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• Murphy USA Inc. (MUSA $390.74)
  • $390.74 P/E (TTM): 16.14X Cap: $7.25B
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• SPX Technologies Inc. (SPXC $226.94)
  • $226.94 P/E (TTM): 50.68X Cap: $12.11B
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• The Ensign Group Inc. (ENSG $214.17)
  • $214.17 P/E (TTM): 36.67X Cap: $12.44B
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Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Upvote 12

Read Answer Asked by Chris on August 13, 2025

• United Rentals Inc. (URI $840.00)
  • $840.00 P/E (TTM): 22.86X Cap: $52.91B
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• AAON Inc. (AAON $101.20)
  • $101.20 P/E (TTM): 82.87X Cap: $8.08B
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• Coca-Cola Consolidated Inc. (COKE $202.40)
  • $202.40 P/E (TTM): 37.23X Cap: $13.47B
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• GATX Corporation (GATX $184.17)
  • $184.17 P/E (TTM): 21.19X Cap: $6.95B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $390.74)
  • $390.74 P/E (TTM): 16.14X Cap: $7.25B
  • View MUSA Profile
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• Construction Partners Inc. (ROAD $134.37)
  • $134.37 P/E (TTM): 59.6X Cap: $7.59B
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• SPX Technologies Inc. (SPXC $226.94)
  • $226.94 P/E (TTM): 50.68X Cap: $12.11B
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• Tetra Tech Inc. (TTEK $35.84)
  • $35.84 P/E (TTM): 25.22X Cap: $9.34B
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• The Ensign Group Inc. (ENSG $214.17)
  • $214.17 P/E (TTM): 36.67X Cap: $12.44B
  • View ENSG Profile
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• ExlService Holdings Inc. (EXLS $31.25)
  • $31.25 P/E (TTM): 19.39X Cap: $4.48B
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• Robinhood Markets Inc. (HOOD $75.85)
  • $75.85 P/E (TTM): 29.91X Cap: $68.28B
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• Skyward Specialty Insurance Group Inc. (SKWD $46.47)
  • $46.47 P/E (TTM): 13.99X Cap: $1.85B
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Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Upvote 13

Read Answer Asked by Keith on August 13, 2025

• Intuitive Surgical Inc. (ISRG $503.51)
  • $503.51 P/E (TTM): 62.53X Cap: $178.81B
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• Eli Lilly and Company (LLY $1,051.99)
  • $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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• ResMed Inc. (RMD $256.26)
  • $256.26 P/E (TTM): 25.8X Cap: $37.33B
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• Medpace Holdings Inc. (MEDP $451.76)
  • $451.76 P/E (TTM): 29.08X Cap: $12.82B
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• The Ensign Group Inc. (ENSG $214.17)
  • $214.17 P/E (TTM): 36.67X Cap: $12.44B
  • View ENSG Profile
  • View Questions on ENSG

Q: Hi,

With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?

Gratefully,

Jacques IDS

Upvote 4

Read Answer Asked by Jacques on August 07, 2025