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Investment Q&A

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Toromont Industries Ltd. (TIH $158.98)
- $158.98 P/E (TTM): 26.48X Cap: $12.96B
- View TIH Profile
- View Questions on TIH
- View Reports on TIH
Aecon Group Inc. (ARE $25.53)
- $25.53 P/E (TTM): 268.5X Cap: $1.62B
- View ARE Profile
- View Questions on ARE
CES Energy Solutions Corp. (CEU $11.50)
- $11.50 P/E (TTM): 14.87X Cap: $2.48B
- View CEU Profile
- View Questions on CEU
North American Construction Group Ltd. (NOA $19.07)
- $19.07 P/E (TTM): 15.4X Cap: $560M
- View NOA Profile
- View Questions on NOA

Q: Hi, I don’t think I worded my recent question about the energy/mining sector very well. I was looking for some ancillary type company suggestions, like the company that supplies the sand for fracking or provides well services or repairs or leases the mining equipment or is going to build the roads to remote mines…that kind of thing. I guess anything that might be on your radar or comes to mind as an opportunity in that space broadly.

Asked by Stephen R. on November 21, 2025

5i Research Answer:

In this category, we like: TIH (supplies mining and energy equipment), NOA (oil sands and mining contractor), CEU (chemical supplier into oilfield), ARE (construction of mining access roads).

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