• EnerSys (ENS $177.98)
  • $177.98 P/E (TTM): 22.21X Cap: $6.60B
  • View ENS Profile
  • View Questions on ENS
• Kratos Defense & Security Solutions Inc. (KTOS $91.98)
  • $91.98 P/E (TTM): 685.08X Cap: $15.16B
  • View KTOS Profile
  • View Questions on KTOS
• Rocket Lab Corporation (RKLB $68.99)
  • $68.99 Cap: $36.02B
  • View RKLB Profile
  • View Questions on RKLB
• Karman Holdings Inc. (KRMN $74.61)
  • $74.61 P/E (TTM): 1082.71X Cap: $10.02B
  • View KRMN Profile
  • View Questions on KRMN

Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.

Upvote 7

Read Answer Asked by Maurice on February 09, 2026

• Micron Technology Inc. (MU $405.34)
  • $405.34 P/E (TTM): 39.13X Cap: $463.32B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $184.73)
  • $184.73 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Eli Lilly and Company (LLY $1,043.08)
  • $1,043.08 P/E (TTM): 45.32X Cap: $981.09B
  • View LLY Profile
  • View Questions on LLY
• Celestica Inc. (CLS $386.20)
  • $386.20 P/E (TTM): 46.63X Cap: $43.91B
  • View CLS Profile
  • View Questions on CLS
• 5N Plus Inc. (VNP $27.25)
  • $27.25 P/E (TTM): 41.67X Cap: $2.46B
  • View VNP Profile
  • View Questions on VNP
• Kraken Robotics Inc. (PNG $7.65)
  • $7.65 P/E (TTM): 123.17X Cap: $2.26B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Teradyne Inc. (TER $309.97)
  • $309.97 P/E (TTM): 114.84X Cap: $49.27B
  • View TER Profile
  • View Questions on TER
• Zedcor Inc. (ZDC $5.95)
  • $5.95 P/E (TTM): 422.86X Cap: $624M
  • View ZDC Profile
  • View Questions on ZDC
• CECO Environmental Corp. (CECO $76.74)
  • $76.74 P/E (TTM): 55.73X Cap: $2.82B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $177.98)
  • $177.98 P/E (TTM): 22.21X Cap: $6.60B
  • View ENS Profile
  • View Questions on ENS
• Ondas Inc (ONDS $9.44)
  • $9.44 Cap: $4.18B
  • View ONDS Profile
  • View Questions on ONDS
• Brookfield Corporation Class A Limited Voting Shares (BN $65.36)
  • $65.36 P/E (TTM): 95.84X Cap: $146.08B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $96.55)
  • $96.55 Cap: $23.33B
  • View NBIS Profile
  • View Questions on NBIS
• Rocket Lab Corporation (RKLB $68.99)
  • $68.99 Cap: $36.02B
  • View RKLB Profile
  • View Questions on RKLB
• Alphabet CDR (CAD Hedged) (GOOG $48.60)
  • $48.60 P/E (TTM): 38.06X Cap: $5.03T
  • View GOOG Profile
  • View Questions on GOOG
• Voyager Technologies Inc. Class A (VOYG $26.42)
  • $26.42 Cap: $1.62B
  • View VOYG Profile
  • View Questions on VOYG
• Firefly Aerospace Inc. (FLY $21.08)
  • $21.08 Cap: $3.07B
  • View FLY Profile
  • View Questions on FLY

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Upvote 45

Read Answer Asked by Keith on February 09, 2026

• Rocket Lab Corporation (RKLB $68.99)
  • $68.99 Cap: $36.02B
  • View RKLB Profile
  • View Questions on RKLB
• Ouster Inc. (OUST $18.37)
  • $18.37 Cap: $1.12B
  • View OUST Profile
  • View Questions on OUST

Q: If you could only own 1? BTW, my portfolio was up 51% last year, 5i staff deserve a huge tx, not only with the stock picks but portfolio managment skills I've learned, Cant thank you enough!

Upvote 5

Read Answer Asked by Charles on January 29, 2026