EnerSys (ENS) - 5i Research

EnerSys (ENS $134.48)
- $134.48 P/E (TTM): 16.09X Cap: $5.07B
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Meta Platforms Inc. (META $599.98)
- $599.98 P/E (TTM): 27.01X Cap: $1.53T
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Alphabet Inc. (GOOG $285.38)
- $285.38 P/E (TTM): 27.55X Cap: $3.33T
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Intuitive Surgical Inc. (ISRG $547.50)
- $547.50 P/E (TTM): 74.7X Cap: $196.98B
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NVIDIA Corporation (NVDA $185.30)
- $185.30 P/E (TTM): 53.24X Cap: $4.62T
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Booking Holdings Inc. (BKNG $4,828.02)
- $4,828.02 P/E (TTM): 33.06X Cap: $162.71B
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JPMorgan Chase & Co. (JPM $299.71)
- $299.71 P/E (TTM): 15.32X Cap: $826.50B
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Oracle Corporation (ORCL $216.66)
- $216.66 P/E (TTM): 50.36X Cap: $633.27B
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United Rentals Inc. (URI $815.11)
- $815.11 P/E (TTM): 21.72X Cap: $53.66B
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Walmart Inc. (WMT $102.77)
- $102.77 P/E (TTM): 38.55X Cap: $817.05B
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Axon Enterprise Inc. (AXON $540.63)
- $540.63 P/E (TTM): 176.69X Cap: $43.74B
- View AXON Profile
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CECO Environmental Corp. (CECO $48.35)
- $48.35 P/E (TTM): 34.7X Cap: $1.76B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $134.48)
- $134.48 P/E (TTM): 16.09X Cap: $5.07B
- View ENS Profile
- View Questions on ENS
RTX Corporation (RTX $175.22)
- $175.22 P/E (TTM): 35.72X Cap: $235B
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Coinbase Global Inc (COIN $259.27)
- $259.27 P/E (TTM): 24.5X Cap: $76.57B
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Robinhood Markets Inc. (HOOD $113.01)
- $113.01 P/E (TTM): 50.64X Cap: $110.15B
- View HOOD Profile
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Nebius Group N.V. (NBIS $84.99)
- $84.99 Cap: $19.89B
- View NBIS Profile
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Galaxy Digital Inc. (GLXY $24.23)
- $24.23 Cap: $10.28B
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Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Read Answer Asked by Adam on November 14, 2025

Apple Inc. (AAPL $267.11)
- $267.11 P/E (TTM): 36.49X Cap: $4.02T
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Amazon.com Inc. (AMZN $231.16)
- $231.16 P/E (TTM): 33.56X Cap: $2.50T
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Alphabet Inc. (GOOG $285.38)
- $285.38 P/E (TTM): 27.55X Cap: $3.33T
- View GOOG Profile
- View Questions on GOOG
Intuitive Surgical Inc. (ISRG $547.50)
- $547.50 P/E (TTM): 74.7X Cap: $196.98B
- View ISRG Profile
- View Questions on ISRG
NVIDIA Corporation (NVDA $185.30)
- $185.30 P/E (TTM): 53.24X Cap: $4.62T
- View NVDA Profile
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Booking Holdings Inc. (BKNG $4,828.02)
- $4,828.02 P/E (TTM): 33.06X Cap: $162.71B
- View BKNG Profile
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Salesforce Inc. (CRM $238.04)
- $238.04 P/E (TTM): 34.95X Cap: $231.96B
- View CRM Profile
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JPMorgan Chase & Co. (JPM $299.71)
- $299.71 P/E (TTM): 15.32X Cap: $826.50B
- View JPM Profile
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Eli Lilly and Company (LLY $1,027.49)
- $1,027.49 P/E (TTM): 50.04X Cap: $969.28B
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United Rentals Inc. (URI $815.11)
- $815.11 P/E (TTM): 21.72X Cap: $53.66B
- View URI Profile
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Visa Inc. (V $327.26)
- $327.26 P/E (TTM): 32.95X Cap: $635.52B
- View V Profile
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Toronto-Dominion Bank (The) (TD $114.65)
- $114.65 P/E (TTM): 9.64X Cap: $194.70B
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Enbridge Inc. (ENB $67.07)
- $67.07 P/E (TTM): 25.91X Cap: $146.47B
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Constellation Software Inc. (CSU $3,250.91)
- $3,250.91 P/E (TTM): 74.43X Cap: $70.84B
- View CSU Profile
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- View Reports on CSU
Dollarama Inc. (DOL $195.08)
- $195.08 P/E (TTM): 42.94X Cap: $53.87B
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WSP Global Inc. (WSP $252.48)
- $252.48 P/E (TTM): 38.13X Cap: $33.08B
- View WSP Profile
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- View Reports on WSP
Celestica Inc. (CLS $432.25)
- $432.25 P/E (TTM): 48.6X Cap: $50.04B
- View CLS Profile
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Thomson Reuters Corporation (TRI $193.15)
- $193.15 P/E (TTM): 36.15X Cap: $88.10B
- View TRI Profile
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.24)
- $198.24 P/E (TTM): 82.52X Cap: $266.65B
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Monolithic Power Systems Inc. (MPWR $892.86)
- $892.86 P/E (TTM): 23.71X Cap: $44.08B
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Axon Enterprise Inc. (AXON $540.63)
- $540.63 P/E (TTM): 176.69X Cap: $43.74B
- View AXON Profile
- View Questions on AXON
CECO Environmental Corp. (CECO $48.35)
- $48.35 P/E (TTM): 34.7X Cap: $1.76B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $134.48)
- $134.48 P/E (TTM): 16.09X Cap: $5.07B
- View ENS Profile
- View Questions on ENS
Galaxy Digital Inc. Class A common stock (GLXY $34.08)
- $34.08 Cap: $14.44B
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CrowdStrike Holdings Inc. (CRWD $529.59)
- $529.59 Cap: $134.90B
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Vertiv Holdings LLC Class A (VRT $167.18)
- $167.18 P/E (TTM): 61.75X Cap: $65.28B
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RTX Corporation (RTX $175.22)
- $175.22 P/E (TTM): 35.72X Cap: $235B
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Robinhood Markets Inc. (HOOD $113.01)
- $113.01 P/E (TTM): 50.64X Cap: $110.15B
- View HOOD Profile
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Brookfield Corporation Class A Limited Voting Shares (BN $60.25)
- $60.25 P/E (TTM): 101.86X Cap: $138.53B
- View BN Profile
- View Questions on BN
Nebius Group N.V. (NBIS $84.99)
- $84.99 Cap: $19.89B
- View NBIS Profile
- View Questions on NBIS
Costco CDR (CAD Hedged) (COST $41.40)
- $41.40 P/E (TTM): 50.19X Cap: $573.84B
- View COST Profile
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Read Answer Asked by Don on November 12, 2025

Alphabet Inc. (GOOG $285.38)
- $285.38 P/E (TTM): 27.55X Cap: $3.33T
- View GOOG Profile
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NVIDIA Corporation (NVDA $185.30)
- $185.30 P/E (TTM): 53.24X Cap: $4.62T
- View NVDA Profile
- View Questions on NVDA
Celestica Inc. (CLS $432.25)
- $432.25 P/E (TTM): 48.6X Cap: $50.04B
- View CLS Profile
- View Questions on CLS
CECO Environmental Corp. (CECO $48.35)
- $48.35 P/E (TTM): 34.7X Cap: $1.76B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $134.48)
- $134.48 P/E (TTM): 16.09X Cap: $5.07B
- View ENS Profile
- View Questions on ENS
Galaxy Digital Inc. Class A common stock (GLXY $34.08)
- $34.08 Cap: $14.44B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
Nebius Group N.V. (NBIS $84.99)
- $84.99 Cap: $19.89B
- View NBIS Profile
- View Questions on NBIS
Karman Holdings Inc. (KRMN $57.99)
- $57.99 P/E (TTM): 857.0X Cap: $7.97B
- View KRMN Profile
- View Questions on KRMN

Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Read Answer Asked by Jean on November 11, 2025