• United Rentals Inc. (URI $931.01)
  • $931.01 P/E (TTM): 24.55X Cap: $61.68B
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• GATX Corporation (GATX $169.13)
  • $169.13 P/E (TTM): 19.36X Cap: $6.04B
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• Murphy USA Inc. (MUSA $398.00)
  • $398.00 P/E (TTM): 16.43X Cap: $7.64B
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• SPX Technologies Inc. (SPXC $184.91)
  • $184.91 P/E (TTM): 41.92X Cap: $8.68B
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• The Ensign Group Inc. (ENSG $165.94)
  • $165.94 P/E (TTM): 30.11X Cap: $9.69B
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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 $931.01)
  • $931.01 P/E (TTM): 24.55X Cap: $61.68B
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• AAON Inc. (AAON $80.52)
  • $80.52 P/E (TTM): 56.42X Cap: $6.92B
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• Coca-Cola Consolidated Inc. (COKE $118.53)
  • $118.53 P/E (TTM): 19.01X Cap: $10.59B
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• GATX Corporation (GATX $169.13)
  • $169.13 P/E (TTM): 19.36X Cap: $6.04B
  • View GATX Profile
  • View Questions on GATX
• Murphy USA Inc. (MUSA $398.00)
  • $398.00 P/E (TTM): 16.43X Cap: $7.64B
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• Construction Partners Inc. (ROAD $126.03)
  • $126.03 P/E (TTM): 92.88X Cap: $7B
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• SPX Technologies Inc. (SPXC $184.91)
  • $184.91 P/E (TTM): 41.92X Cap: $8.68B
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• Tetra Tech Inc. (TTEK $36.11)
  • $36.11 P/E (TTM): 45.3X Cap: $9.49B
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• The Ensign Group Inc. (ENSG $165.94)
  • $165.94 P/E (TTM): 30.11X Cap: $9.69B
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• ExlService Holdings Inc. (EXLS $42.57)
  • $42.57 P/E (TTM): 29.85X Cap: $6.89B
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• Robinhood Markets Inc. (HOOD $118.64)
  • $118.64 P/E (TTM): 58.59X Cap: $103.58B
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• Skyward Specialty Insurance Group Inc. (SKWD $46.74)
  • $46.74 P/E (TTM): 14.41X Cap: $1.89B
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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 $433.66)
  • $433.66 P/E (TTM): 60.44X Cap: $155.45B
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• Eli Lilly and Company (LLY $760.13)
  • $760.13 P/E (TTM): 48.9X Cap: $723.76B
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• ResMed Inc. (RMD $271.71)
  • $271.71 P/E (TTM): 28.52X Cap: $39.91B
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• Medpace Holdings Inc. (MEDP $497.83)
  • $497.83 P/E (TTM): 36.91X Cap: $13.78B
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• The Ensign Group Inc. (ENSG $165.94)
  • $165.94 P/E (TTM): 30.11X Cap: $9.69B
  • 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