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Investment Q&A

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Rocket Lab Corporation (RKLB $69.10)
- $69.10 Cap: $39.21B
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MARITIME LAUNCH SERVICES INC. (MAXQ)
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Firefly Aerospace Inc. (FLY $19.27)
- $19.27 Cap: $3.18B
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Q: Your thoughts on this interesting small, risky/looking homegrown. Worth a flyer?

Thanks.

Read Answer Asked by alex on February 18, 2026

Micron Technology Inc. (MU $412.37)
- $412.37 P/E (TTM): 40.02X Cap: $464.12B
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NVIDIA Corporation (NVDA $177.19)
- $177.19 P/E (TTM): 47.53X Cap: $4.30T
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Eli Lilly and Company (LLY $1,051.99)
- $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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Celestica Inc. (CLS $378.78)
- $378.78 P/E (TTM): 49.65X Cap: $43.57B
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5N Plus Inc. (VNP $29.66)
- $29.66 P/E (TTM): 42.59X Cap: $2.64B
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Kraken Robotics Inc. (PNG $8.50)
- $8.50 P/E (TTM): 133.83X Cap: $2.60B
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Teradyne Inc. (TER $320.03)
- $320.03 P/E (TTM): 91.79X Cap: $50.10B
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Zedcor Inc. (ZDC $5.54)
- $5.54 P/E (TTM): 420.0X Cap: $584M
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CECO Environmental Corp. (CECO $60.45)
- $60.45 P/E (TTM): 54.7X Cap: $2.15B
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EnerSys (ENS $166.15)
- $166.15 P/E (TTM): 20.75X Cap: $6.12B
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Ondas Inc (ONDS $10.08)
- $10.08 Cap: $4.53B
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Brookfield Corporation Class A Limited Voting Shares (BN $59.82)
- $59.82 P/E (TTM): 88.8X Cap: $134.31B
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Nebius Group N.V. (NBIS $91.19)
- $91.19 Cap: $21.71B
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Rocket Lab Corporation (RKLB $69.10)
- $69.10 Cap: $39.21B
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Alphabet CDR (CAD Hedged) (GOOG $50.22)
- $50.22 P/E (TTM): 39.17X Cap: $5.08T
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Voyager Technologies Inc. Class A (VOYG $26.69)
- $26.69 Cap: $1.58B
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Firefly Aerospace Inc. (FLY $19.27)
- $19.27 Cap: $3.18B
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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!

Read Answer Asked by Keith on February 09, 2026

5N Plus Inc. (VNP $29.66)
- $29.66 P/E (TTM): 42.59X Cap: $2.64B
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Zedcor Inc. (ZDC $5.54)
- $5.54 P/E (TTM): 420.0X Cap: $584M
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EnerSys (ENS $166.15)
- $166.15 P/E (TTM): 20.75X Cap: $6.12B
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Palantir Technologies Inc. (PLTR $137.19)
- $137.19 P/E (TTM): 207.3X Cap: $327.97B
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Sphere Entertainment Co. Class A (SPHR $119.01)
- $119.01 Cap: $4.05B
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TransMedics Group Inc. (TMDX $145.26)
- $145.26 P/E (TTM): 54.29X Cap: $4.98B
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Voyager Technologies Inc. Class A (VOYG $26.69)
- $26.69 Cap: $1.58B
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Willdan Group Inc. (WLDN $89.14)
- $89.14 P/E (TTM): 39.72X Cap: $1.64B
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Firefly Aerospace Inc. (FLY $19.27)
- $19.27 Cap: $3.18B
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Q: What handful of small to mid cap companies do you see as having home run/Palantir type potential? I don’t care what exchange the companies are listed on. I’m willing to be patient and realize your picks are purely speculation.
Thanks

Read Answer Asked by Curtis on January 30, 2026

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