Investment Q&A

• Caterpillar Inc. (CAT $702.00)
  • $702.00 P/E (TTM): 37.2X Cap: $326.63B
  • View CAT Profile
  • View Questions on CAT
• Fluor Corporation (FLR $44.66)
  • $44.66 Cap: $6.29B
  • View FLR Profile
  • View Questions on FLR
• Quanta Services Inc. (PWR $571.64)
  • $571.64 P/E (TTM): 82.21X Cap: $85.88B
  • View PWR Profile
  • View Questions on PWR
• Vulcan Materials Company (Holding Company) (VMC $265.46)
  • $265.46 P/E (TTM): 32.73X Cap: $34.81B
  • View VMC Profile
  • View Questions on VMC
• Xylem Inc. New (XYL $121.76)
  • $121.76 P/E (TTM): 30.89X Cap: $29.60B
  • View XYL Profile
  • View Questions on XYL
• Generac Holdlings Inc. (GNRC $205.18)
  • $205.18 P/E (TTM): 74.55X Cap: $11.76B
  • View GNRC Profile
  • View Questions on GNRC
• Eagle Materials Inc (EXP $188.50)
  • $188.50 P/E (TTM): 14.17X Cap: $5.92B
  • View EXP Profile
  • View Questions on EXP
• AECOM (ACM $89.86)
  • $89.86 P/E (TTM): 30.76X Cap: $11.83B
  • View ACM Profile
  • View Questions on ACM
• Jacobs Solutions Inc. (J $130.38)
  • $130.38 P/E (TTM): 35.79X Cap: $15.31B
  • View J Profile
  • View Questions on J
• Trane Technologies plc (TT $425.36)
  • $425.36 P/E (TTM): 32.47X Cap: $94.14B
  • View TT Profile
  • View Questions on TT

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

• Tourmaline Oil Corp. (TOU $66.80)
  • $66.80 P/E (TTM): 92.54X Cap: $25.86B
  • View TOU Profile
  • View Questions on TOU
• Tenaz Energy Corp. (TNZ $62.30)
  • $62.30 Cap: $1.99B
  • View TNZ Profile
  • View Questions on TNZ

Q: Hello 5i Team
I would like to add to the above stocks , do you see oil to start to make a comeback and would you recommend these stocks.Would you recommend any other stocks in the oil or gas industry?
Yesterday zoom was just fantastic with lots of takeaways of knowledge.
Thank very much.

Upvote 2

Read Answer Asked by claudio on October 24, 2025

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $5.95)
  • $5.95 Cap: $165M
  • View BAMI Profile
  • View Questions on BAMI

Q: Is this company in essence a lottery ticket or is there something worth considering?
Jim

Upvote 1

Read Answer Asked by James on October 24, 2025

• Kraken Robotics Inc. (PNG $10.05)
  • $10.05 P/E (TTM): 158.0X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.61)
  • $5.61 P/E (TTM): 378.57X Cap: $592M
  • View ZDC Profile
  • View Questions on ZDC
• CECO Environmental Corp. (CECO $58.80)
  • $58.80 P/E (TTM): 40.07X Cap: $2.03B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.48)
  • $164.48 P/E (TTM): 19.95X Cap: $6.06B
  • View ENS Profile
  • View Questions on ENS
• Karman Holdings Inc. (KRMN $104.06)
  • $104.06 P/E (TTM): 1428.29X Cap: $13.77B
  • View KRMN Profile
  • View Questions on KRMN

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

• EQB Inc. (EQB $108.72)
  • $108.72 P/E (TTM): 17.71X Cap: $3.90B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Even though it is trying to clean up its structure the price has gone from 108 in July to 88 today.

Are there other options in the financial sector that can offer more growth and more stability than EQB over the next few years?


Sheldon

Upvote 5

Read Answer Asked by Sheldon on October 24, 2025

Q: When looking at the stock portfolios and seeing the company grading (A, B, C, etc.) I understand that these are top level indicators of the company's performance, however, do they also indicate if the current price is a good entry point to buy the stock?

Upvote 5

Read Answer Asked by mike on October 24, 2025

• Intuitive Surgical Inc. (ISRG $482.76)
  • $482.76 P/E (TTM): 61.43X Cap: $171.44B
  • View ISRG Profile
  • View Questions on ISRG

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

• TMX Group Limited (X $49.33)
  • $49.33 P/E (TTM): 32.94X Cap: $13.63B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Thomson Reuters Corporation (TRI $130.92)
  • $130.92 P/E (TTM): 29.2X Cap: $58.34B
  • View TRI Profile
  • View Questions on TRI

Q: Which one would you old for long term growth and dividend?

Upvote 11

Read Answer Asked by Stephen on October 24, 2025

• Comfort Systems USA Inc. (FIX $1,424.46)
  • $1,424.46 P/E (TTM): 47.24X Cap: $50.10B
  • View FIX Profile
  • View Questions on FIX

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

• Celestica Inc. (CLS $386.68)
  • $386.68 P/E (TTM): 37.14X Cap: $44.45B
  • View CLS Profile
  • View Questions on CLS
• goeasy Ltd. (GSY $38.24)
  • $38.24 P/E (TTM): 2.6X Cap: $542M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Kraken Robotics Inc. (PNG $10.05)
  • $10.05 P/E (TTM): 158.0X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.61)
  • $5.61 P/E (TTM): 378.57X Cap: $592M
  • View ZDC Profile
  • View Questions on ZDC
• Galaxy Digital Inc. Class A common stock (GLXY $32.20)
  • $32.20 Cap: $12.57B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Upvote 34

Read Answer Asked by chris on October 24, 2025

• State Street Financial Select Sector SPDR ETF (XLF $49.56)
  • $49.56 P/E (TTM): 16.77X Cap: $45.72B
  • View XLF Profile
  • View Questions on XLF
• iShares S&P U.S. Financials Index ETF (XUSF $72.89)
  • $72.89 P/E (TTM): 16.33X Cap: $49M
  • View XUSF Profile
  • View Questions on XUSF

Q: Good morning,
What are your thoughts on this relatively new ETF in the Financial sector and are there better alternatives that you would recommend?
Thank you.

Upvote 3

Read Answer Asked by Francesco on October 23, 2025

• Blue Owl Capital Inc. Class A (OWL $9.15)
  • $9.15 P/E (TTM): 87.5X Cap: $14.22B
  • View OWL Profile
  • View Questions on OWL

Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?

Upvote 4

Read Answer Asked by Allan on October 23, 2025

• Vitalhub Corp. (VHI $7.82)
  • $7.82 P/E (TTM): 151.96X Cap: $493M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• WELL Health Technologies Corp. (WELL $4.27)
  • $4.27 Cap: $1.08B
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Zoomd Technologies Ltd. (ZOMD $0.98)
  • $0.98 P/E (TTM): 4.11X Cap: $95M
  • View ZOMD Profile
  • View Questions on ZOMD
• Kits Eyecare Ltd. (KITS $14.01)
  • $14.01 P/E (TTM): 130.45X Cap: $486M
  • View KITS Profile
  • View Questions on KITS

Q: Hello 5i
I have several small positions and am considering consolidating them.
Could you rank the following for growth with above average risk tolerance?
Thank you
Dave

Upvote 8

Read Answer Asked by Dave on October 23, 2025

• BMO S&P 500 Index ETF (ZSP $100.87)
  • $100.87 P/E (TTM): 25.8X Cap: $20.87B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.75)
  • $52.75 P/E (TTM): 18.19X Cap: $25.95B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.87)
  • $44.87 P/E (TTM): 1.18X Cap: $9.08B
  • View VIU Profile
  • View Questions on VIU
• State Street SPDR S&P 500 ETF Trust (SPY $670.79)
  • $670.79 P/E (TTM): 26.17X Cap: $677.68B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $603.31)
  • $603.31 P/E (TTM): 33.2X Cap: $387.06B
  • View QQQ Profile
  • View Questions on QQQ
• BMO Nasdaq 100 Equity Index ETF (ZNQ $109.68)
  • $109.68 P/E (TTM): 32.57X Cap: $1.78B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: If a new Canadian investor wanted to get into the North American market and use low cost index investing to achieve both diversification and simplicity what would you consider for such a portfolio. And if international exposure was desired what could be considered as additions for that.

Upvote 11

Read Answer Asked by dave on October 23, 2025

• EQB Inc. (EQB $108.72)
  • $108.72 P/E (TTM): 17.71X Cap: $3.90B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Please comment on their announcement and the potential effects on the stock price

Upvote 8

Read Answer Asked by Edgar on October 23, 2025

• QuantumScape Corporation (QS $6.96)
  • $6.96 Cap: $4.22B
  • View QS Profile
  • View Questions on QS

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

• FirstService Corporation (FSV $195.66)
  • $195.66 P/E (TTM): 47.16X Cap: $8.92B
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Your analysis and opinion on earnings please.

Upvote 6

Read Answer Asked by Greg on October 23, 2025

• United Rentals Inc. (URI $745.02)
  • $745.02 P/E (TTM): 19.09X Cap: $46.81B
  • View URI Profile
  • View Questions on URI

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

• Whitecap Resources Inc. (WCP $14.66)
  • $14.66 P/E (TTM): 14.04X Cap: $17.41B
  • View WCP Profile
  • View Questions on WCP

Q: Thoughts on their latest quarter.

Upvote 6

Read Answer Asked by don on October 23, 2025

• Ucore Rare Metals Inc. (UCU $6.07)
  • $6.07 Cap: $649M
  • View UCU Profile
  • View Questions on UCU
• Neo Performance Materials Inc. (NEO $24.81)
  • $24.81 Cap: $1.07B
  • View NEO Profile
  • View Questions on NEO

Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?

Upvote 2

Read Answer Asked by Theodore on October 23, 2025