Investment Q&A

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
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• Firan Technology Group Corporation (FTG $11.14)
  • $11.14 P/E (TTM): 22.37X Cap: $298M
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Q: Which company do you think has the best chance of being a long term compounder?
Thanks

Upvote 3

Read Answer Asked by Curtis on July 31, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Hi,
Can I get your opinion on Secure Waste Management? I realize it’s not a pure waste management company, but these type businesses seem to do well over time.

Upvote 2

Read Answer Asked by Scott on June 13, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
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Q: Hi Everyone at 5i!

I was thinking of starting an initial holding in SES and am interested in hearing your opinion of the company. It seems to have good growth and pays a dividend. I would intend to keep it as a long term hold.

Cheers,
Tamara

Upvote 3

Read Answer Asked by Tamara on June 12, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
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Q: Peter; SES missed - again- but stock is up slightly. I’ve been trying to convince myself to hold - could I have your thoughts please. Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on May 05, 2025

• Home Depot Inc. (The) (HD $407.20)
  • $407.20 P/E (TTM): 27.11X Cap: $392.69B
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• Nike Inc. (NKE $76.88)
  • $76.88 P/E (TTM): 35.63X Cap: $114.35B
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• United Airlines Holdings Inc. (UAL $102.19)
  • $102.19 P/E (TTM): 10.09X Cap: $33.14B
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• Suncor Energy Inc. (SU $53.21)
  • $53.21 P/E (TTM): 11.53X Cap: $64.62B
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• Canadian Natural Resources Limited (CNQ $40.66)
  • $40.66 P/E (TTM): 10.46X Cap: $85.88B
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• Cenovus Energy Inc. (CVE $20.61)
  • $20.61 P/E (TTM): 14.63X Cap: $37.65B
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• Air Canada Voting and Variable Voting Shares (AC $19.40)
  • $19.40 P/E (TTM): 5.37X Cap: $5.67B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.53)
  • $43.53 P/E (TTM): 78.53X Cap: $21.35B
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• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
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• Capstone Copper Corp. (CS $8.99)
  • $8.99 P/E (TTM): 67.15X Cap: $7.05B
  • View CS Profile
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• SPDR Biotech ETF (XBI $88.80)
  • $88.80 P/E (TTM): 26.21X Cap: $5.22B
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• Crocs Inc. (CROX $83.35)
  • $83.35 P/E (TTM): 22.71X Cap: $4.52B
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• Deckers Outdoor Corporation (DECK $105.52)
  • $105.52 P/E (TTM): 15.82X Cap: $15.66B
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• Stellantis N.V. (STLA $9.94)
  • $9.94 Cap: $27.88B
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Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Upvote 4

Read Answer Asked by Nizar on April 30, 2025

• Ecolab Inc. (ECL $283.66)
  • $283.66 P/E (TTM): 38.21X Cap: $79.43B
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• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES
• Clean Harbors Inc. (CLH $245.04)
  • $245.04 P/E (TTM): 34.16X Cap: $13B
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Q: Can you provide any peer group names for SES?

Upvote 2

Read Answer Asked by Kim on March 24, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Your opinion on results, buy sell hold.

Upvote 2

Read Answer Asked by bill on February 25, 2025

• Athabasca Oil Corporation (ATH $5.68)
  • $5.68 P/E (TTM): 6.5X Cap: $2.85B
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• Baytex Energy Corp. (BTE $2.73)
  • $2.73 P/E (TTM): 5.94X Cap: $2.13B
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• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES
• Trican Well Service Ltd. (TCW $5.72)
  • $5.72 P/E (TTM): 10.81X Cap: $1.06B
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• MGM Resorts International (MGM $36.71)
  • $36.71 P/E (TTM): 19.74X Cap: $9.84B
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• Spectrum Brands Holdings Inc. (SPB $56.20)
  • $56.20 P/E (TTM): 21.12X Cap: $1.37B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Seaboard Corporation (SEB $3,544.00)
  • $3,544.00 P/E (TTM): 24.8X Cap: $3.43B
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• Stagwell Inc. (STGW $5.73)
  • $5.73 Cap: $1.46B
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• Coveo Solutions Inc. Subordinate voting shares (CVO $8.77)
  • $8.77 Cap: $866M
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Q: I know this may be hard to answer exactly.
To the best of your knowledge . Who are the top 5 CDN. companies doing substantial or aggressive buy backs ? Also the same question for the US side.

Thanks for your valuable service.
Cal

Upvote 2

Read Answer Asked by cal on February 05, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Secure Waste Infrastructure (TSX:SES).

Is this another QST?

Is it worth buying?

Thank you.

Upvote 2

Read Answer Asked by Ross on January 27, 2025

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Your opinion, buy, sell, hold 3-5 year. coments please.

Upvote 2

Read Answer Asked by bill on November 19, 2024

• Pason Systems Inc. (PSI $11.21)
  • $11.21 P/E (TTM): 12.44X Cap: $895M
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• CES Energy Solutions Corp. (CEU $7.83)
  • $7.83 P/E (TTM): 9.67X Cap: $1.76B
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• Precision Drilling Corporation (PD $73.99)
  • $73.99 P/E (TTM): 11.22X Cap: $998M
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• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES
• Enterprise Group Inc. (E $1.44)
  • $1.44 P/E (TTM): 32.05X Cap: $110M
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Q: Please rank the five oil service companies to purchase at current SP.
Thank you

Upvote 2

Read Answer Asked by Terry on November 07, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Can you comment on the attractiveness of SES and its transition/valuation to more of a waste management company

Upvote 2

Read Answer Asked by Kim on October 30, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: You last commented on SES over 3 months ago so I wonder if you could provide an update. Most notable since then was the release of their Q2 earnings on 30 July. These were well received by the Street with the likes of Raymond James, BMO, ATB and NB all raising their price targets.

Thanks as always.

Upvote 1

Read Answer Asked by karl on September 04, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Hi 5i Team,

I have received a offer from SES to purchase shares between $11.40 and $13. The position I have is part of a diversified portfolio in my TFSA and I am up 90% at current prices and have really enjoyed the growing dividend. I am tempted to sell 1/3 of my position at the higher range of the offer to take some money off the table.

What are your current thoughts on SES as a company, its assets and market position?

What do you think of the offer given the current market price and this point in the cycle?

Thanks for the great service!

Colin

Upvote 1

Read Answer Asked by Colin on May 21, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Could I have your views on the latest quarter results for this company? Is the monthly dividend fairly safe. Many tnx.

Upvote 2

Read Answer Asked by Jacques on March 01, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Your comments on how you see Secure Energy as an investment over the next year or two.

Upvote 1

Read Answer Asked by Jerry on January 15, 2024

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: With the sudden fall in the stock due to problems with the Competition Bureau regarding a planned acquisition, would you hold?
Your general analysis of the company and its prospects would be appreciated.
Thanks, Len

Upvote 0

Read Answer Asked by Leonard on March 07, 2023

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Would like your updated thoughts on SES. Is there more upside? I'm considering a switch to an oil weighted producer.

Upvote 0

Read Answer Asked by Brendon on January 27, 2023

• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES

Q: Time to take profits on this or time to average up?

Upvote 0

Read Answer Asked by Jim on November 14, 2022

• Pason Systems Inc. (PSI $11.21)
  • $11.21 P/E (TTM): 12.44X Cap: $895M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Secure Waste Infrastructure Corp. (SES $16.30)
  • $16.30 P/E (TTM): 19.59X Cap: $3.80B
  • View SES Profile
  • View Questions on SES
• Total Energy Services Inc. (TOT $12.31)
  • $12.31 P/E (TTM): 7.42X Cap: $464M
  • View TOT Profile
  • View Questions on TOT

Q: with the recent rise in oil prices are there service companies or drillers that could be worth getting into ?

Upvote 0

Read Answer Asked by jim on January 25, 2022