Investment Q&A

• NVIDIA Corporation (NVDA $177.67)
  • $177.67 P/E (TTM): 50.96X Cap: $4.43T
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• Celestica Inc. (CLS $464.58)
  • $464.58 P/E (TTM): 46.74X Cap: $52.23B
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• Vertiv Holdings LLC Class A (VRT $169.17)
  • $169.17 P/E (TTM): 60.31X Cap: $64.50B
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• Nebius Group N.V. (NBIS $88.27)
  • $88.27 Cap: $21.88B
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Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan

Upvote 18

Read Answer Asked by Stefan on October 27, 2025

• Seagate Technology Holdings PLC (STX $263.46)
  • $263.46 P/E (TTM): 30.6X Cap: $54.11B
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• Western Digital Corporation (WDC $155.88)
  • $155.88 P/E (TTM): 20.23X Cap: $51.60B
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• Pure Storage Inc. Class A (PSTG $83.69)
  • $83.69 P/E (TTM): 186.62X Cap: $26.99B
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Q: Hello. What is your outlook for the storage sector and which do you believe to be the better investment over the next few years? Thank you.

Upvote 5

Read Answer Asked by Edward on October 24, 2025

• Crescent Energy Company Class A (CRGY $9.16)
  • $9.16 Cap: $2.29B
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• Vital Energy Inc. par value $0.01 per share (VTLE $17.27)
  • $17.27 P/E (TTM): 3.0X Cap: $1.42B
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Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• NVIDIA Corporation (NVDA $177.67)
  • $177.67 P/E (TTM): 50.96X Cap: $4.43T
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• CoreWeave Inc. (CRWV $71.00)
  • $71.00 Cap: $36.67B
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Q: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris

Upvote 8

Read Answer Asked by chris on October 24, 2025

• Caterpillar Inc. (CAT $566.14)
  • $566.14 P/E (TTM): 28.29X Cap: $261.88B
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• Fluor Corporation (FLR $41.81)
  • $41.81 P/E (TTM): 2.03X Cap: $6.64B
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• Quanta Services Inc. (PWR $448.61)
  • $448.61 P/E (TTM): 63.73X Cap: $66B
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• Vulcan Materials Company (Holding Company) (VMC $292.50)
  • $292.50 P/E (TTM): 34.18X Cap: $37.55B
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• Xylem Inc. New (XYL $141.90)
  • $141.90 P/E (TTM): 36.18X Cap: $34.43B
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• Generac Holdlings Inc. (GNRC $148.81)
  • $148.81 P/E (TTM): 27.87X Cap: $8.57B
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• Eagle Materials Inc (EXP $220.09)
  • $220.09 P/E (TTM): 15.48X Cap: $6.77B
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• AECOM (ACM $104.07)
  • $104.07 P/E (TTM): 24.59X Cap: $14.97B
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• Jacobs Solutions Inc. (J $133.47)
  • $133.47 P/E (TTM): 54.11X Cap: $15.77B
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• Trane Technologies plc (TT $419.11)
  • $419.11 P/E (TTM): 31.57X Cap: $90.89B
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Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Upvote 3

Read Answer Asked by Michael on October 24, 2025

• Kraken Robotics Inc. (PNG $5.79)
  • $5.79 P/E (TTM): 89.33X Cap: $1.65B
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• Zedcor Inc. (ZDC $6.04)
  • $6.04 P/E (TTM): 418.57X Cap: $633M
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• CECO Environmental Corp. (CECO $51.47)
  • $51.47 P/E (TTM): 35.33X Cap: $1.83B
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• EnerSys (ENS $141.09)
  • $141.09 P/E (TTM): 16.16X Cap: $5.18B
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• Karman Holdings Inc. (KRMN $65.26)
  • $65.26 P/E (TTM): 858.14X Cap: $8.45B
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Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.

Upvote 25

Read Answer Asked by Dick on October 24, 2025

• Intuitive Surgical Inc. (ISRG $579.72)
  • $579.72 P/E (TTM): 74.19X Cap: $203.78B
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Q: What is your analysis of its last quarter? It seems that the market likes what it saw. How do you view its prospects over the next 3 years? thx.

Upvote 9

Read Answer Asked by John on October 24, 2025

• Comfort Systems USA Inc. (FIX $951.00)
  • $951.00 P/E (TTM): 37.87X Cap: $33.33B
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Q: What do you think of the earnings announcement on Oct 23rd?

They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).

Upvote 3

Read Answer Asked by Paul on October 24, 2025

• Blue Owl Capital Inc. Class A (OWL $14.45)
  • $14.45 P/E (TTM): 107.92X Cap: $22.08B
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Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?

Upvote 2

Read Answer Asked by allan on October 23, 2025

• QuantumScape Corporation Class A (QS $11.94)
  • $11.94 Cap: $7.11B
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Q: Good day,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,

Thank you,

Upvote 2

Read Answer Asked by Nick on October 23, 2025

• United Rentals Inc. (URI $814.88)
  • $814.88 P/E (TTM): 20.61X Cap: $52.18B
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Q: Can you please comment on URI’s earnings ? Any optimism or concerns ?

Thank you

Upvote 1

Read Answer Asked by Nick on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $14.43)
  • $14.43 Cap: $2.23B
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Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• Apple Inc. (AAPL $277.91)
  • $277.91 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.69)
  • $229.69 P/E (TTM): 31.17X Cap: $2.41T
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• Alphabet Inc. (GOOG $323.04)
  • $323.04 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $478.64)
  • $478.64 P/E (TTM): 33.58X Cap: $3.50T
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• Netflix Inc. (NFLX $104.21)
  • $104.21 P/E (TTM): 4.36X Cap: $453.26B
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• NVIDIA Corporation (NVDA $177.67)
  • $177.67 P/E (TTM): 50.96X Cap: $4.43T
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• Tesla Inc. (TSLA $419.11)
  • $419.11 P/E (TTM): 260.73X Cap: $1.38T
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• Palantir Technologies Inc. (PLTR $164.55)
  • $164.55 P/E (TTM): 516.17X Cap: $386.71B
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Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Upvote 9

Read Answer Asked by Fernando on October 23, 2025

• GE Vernova Inc. (GEV $572.08)
  • $572.08 P/E (TTM): 90.23X Cap: $158.02B
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Q: Hi, Could you please comment on GEV earnings. Thank you

Upvote 5

Read Answer Asked by francis on October 22, 2025

• Robinhood Markets Inc. (HOOD $116.72)
  • $116.72 P/E (TTM): 44.71X Cap: $103.37B
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• Nebius Group N.V. (NBIS $88.27)
  • $88.27 Cap: $21.88B
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• Galaxy Digital Inc. (GLXY $25.44)
  • $25.44 Cap: $9.67B
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Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?

Are all 3 in your view, considered compounders?

Any news on their respective declines lately?

Thank you

Upvote 19

Read Answer Asked by Nick on October 22, 2025

• BlackSky Technology Inc. Class A (BKSY $17.30)
  • $17.30 Cap: $573M
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• Nebius Group N.V. (NBIS $88.27)
  • $88.27 Cap: $21.88B
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Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you

Upvote 7

Read Answer Asked by Michael on October 22, 2025

• Nebius Group N.V. (NBIS $88.27)
  • $88.27 Cap: $21.88B
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Q: Are you concerned about recent decline in the share price?

Upvote 3

Read Answer Asked by brent on October 22, 2025

• Vertiv Holdings LLC Class A (VRT $169.17)
  • $169.17 P/E (TTM): 60.31X Cap: $64.50B
  • View VRT Profile
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Q: Can you please comment on the recent earnings?

Upvote 4

Read Answer Asked by sean on October 22, 2025

• EnerSys (ENS $141.09)
  • $141.09 P/E (TTM): 16.16X Cap: $5.18B
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Q: Could you please describe what ENS does and what its future growth looks like? Could you also summarize what in the ENS fundamentals contribute to it being a strong small cap investment?

Upvote 6

Read Answer Asked by Greg on October 22, 2025

• NVIDIA Corporation (NVDA $177.67)
  • $177.67 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• CECO Environmental Corp. (CECO $51.47)
  • $51.47 P/E (TTM): 35.33X Cap: $1.83B
  • View CECO Profile
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Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.

Thanks,
Shane.

Upvote 5

Read Answer Asked by Shane on October 22, 2025