Investment Q&A

• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.42X Cap: $2.45T
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• Broadcom Inc. (AVGO $390.24)
  • $390.24 P/E (TTM): 99.55X Cap: $1.84T
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• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.8X Cap: $3.87T
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 34.36X Cap: $3.59T
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• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.97X Cap: $4.43T
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• Amphenol Corporation (APH $139.36)
  • $139.36 P/E (TTM): 46.45X Cap: $170.58B
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• Rockwell Automation Inc. (ROK $404.29)
  • $404.29 P/E (TTM): 52.78X Cap: $45.39B
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• Celestica Inc. (CLS $449.52)
  • $449.52 P/E (TTM): 53.19X Cap: $51.71B
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• Advanced Micro Devices Inc. (AMD $217.97)
  • $217.97 P/E (TTM): 108.33X Cap: $354.86B
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• Arista Networks Inc. (ANET $128.59)
  • $128.59 P/E (TTM): 48.76X Cap: $161.93B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Fabrinet (FN $478.45)
  • $478.45 P/E (TTM): 49.27X Cap: $16.02B
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• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
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• IREN Limited (IREN $44.71)
  • $44.71 P/E (TTM): 41.4X Cap: $14.68B
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• Nebius Group N.V. (NBIS $98.04)
  • $98.04 Cap: $23.34B
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Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Upvote 58

Read Answer Asked by Guy R. on November 20, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Nebius Group N.V. (NBIS $98.04)
  • $98.04 Cap: $23.34B
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Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?

Upvote 4

Read Answer Asked by John on October 27, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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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

• Eaton Corporation PLC (ETN $337.66)
  • $337.66 P/E (TTM): 33.97X Cap: $131.14B
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• GE Aerospace (GE $283.94)
  • $283.94 P/E (TTM): 37.91X Cap: $299.50B
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• United Rentals Inc. (URI $796.91)
  • $796.91 P/E (TTM): 20.53X Cap: $50.70B
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• Linde plc (LIN $399.57)
  • $399.57 P/E (TTM): 26.76X Cap: $186.57B
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• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
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• EMCOR Group Inc. (EME $623.62)
  • $623.62 P/E (TTM): 25.1X Cap: $27.91B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Heico Corporation (HEI $312.20)
  • $312.20 P/E (TTM): 68.17X Cap: $43.46B
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• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
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• RTX Corporation (RTX $171.10)
  • $171.10 P/E (TTM): 35.13X Cap: $229.40B
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• GE Vernova Inc. (GEV $631.32)
  • $631.32 P/E (TTM): 102.49X Cap: $171.29B
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Q: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Upvote 8

Read Answer Asked by Meagan on October 15, 2025

• Amphenol Corporation (APH $139.36)
  • $139.36 P/E (TTM): 46.45X Cap: $170.58B
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• Celestica Inc. (CLS $449.52)
  • $449.52 P/E (TTM): 53.19X Cap: $51.71B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
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Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you

Upvote 4

Read Answer Asked by GeeMac on September 16, 2025

• Caterpillar Inc. (CAT $603.17)
  • $603.17 P/E (TTM): 31.0X Cap: $282.27B
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• Deere & Company (DE $475.11)
  • $475.11 P/E (TTM): 24.81X Cap: $128.43B
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• Union Pacific Corporation (UNP $235.31)
  • $235.31 P/E (TTM): 19.99X Cap: $139.57B
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• Canadian Pacific Kansas City Limited (CP $101.95)
  • $101.95 P/E (TTM): 22.16X Cap: $91.83B
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• Transdigm Group Incorporated (TDG $1,346.86)
  • $1,346.86 P/E (TTM): 41.98X Cap: $75.85B
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• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Old Dominion Freight Line Inc. (ODFL $155.15)
  • $155.15 P/E (TTM): 31.22X Cap: $31.56B
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• Heico Corporation (HEI $312.20)
  • $312.20 P/E (TTM): 68.17X Cap: $43.46B
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• L3Harris Technologies Inc. (LHX $278.50)
  • $278.50 P/E (TTM): 29.91X Cap: $52.09B
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• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
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• RTX Corporation (RTX $171.10)
  • $171.10 P/E (TTM): 35.13X Cap: $229.40B
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• Rocket Lab Corporation (RKLB $49.06)
  • $49.06 Cap: $26.20B
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Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Upvote 6

Read Answer Asked by sam on July 28, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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Q: Fix again reported stellar results. My question is , does the company have an over reliance on the AI build or the build just icing on the cake .

Upvote 3

Read Answer Asked by Leon on July 28, 2025

• Costco Wholesale Corporation (COST $894.68)
  • $894.68 P/E (TTM): 64.23X Cap: $396.50B
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• Progressive Corporation (The) (PGR $222.89)
  • $222.89 P/E (TTM): 12.23X Cap: $130.70B
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• United Rentals Inc. (URI $796.91)
  • $796.91 P/E (TTM): 20.53X Cap: $50.70B
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• Walmart Inc. (WMT $115.11)
  • $115.11 P/E (TTM): 43.27X Cap: $917.44B
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• Caseys General Stores Inc. (CASY $567.03)
  • $567.03 P/E (TTM): 36.35X Cap: $21.08B
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• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
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• Arthur J. Gallagher & Co. (AJG $239.71)
  • $239.71 P/E (TTM): 38.29X Cap: $61.55B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Brown & Brown Inc. (BRO $78.37)
  • $78.37 P/E (TTM): 23.46X Cap: $26.75B
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• Robinhood Markets Inc. (HOOD $131.95)
  • $131.95 P/E (TTM): 54.98X Cap: $118.64B
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• Skyward Specialty Insurance Group Inc. (SKWD $46.60)
  • $46.60 P/E (TTM): 13.83X Cap: $1.82B
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Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.

Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.

Thank you

Upvote 23

Read Answer Asked by Karim on June 23, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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Q: Could you please comment on their quarterly results, thank you.

Upvote 3

Read Answer Asked by Cheryl on April 28, 2025

• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
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• Curtiss-Wright Corporation (CW $544.60)
  • $544.60 P/E (TTM): 44.38X Cap: $19.76B
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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• Construction Partners Inc. (ROAD $103.04)
  • $103.04 P/E (TTM): 56.62X Cap: $5.82B
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• Sterling Infrastructure Inc. (STRL $325.10)
  • $325.10 P/E (TTM): 35.38X Cap: $9.98B
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• IES Holdings Inc. (IESC $428.62)
  • $428.62 P/E (TTM): 28.39X Cap: $8.51B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 53.8X
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• Trane Technologies plc (TT $401.43)
  • $401.43 P/E (TTM): 30.9X Cap: $89.01B
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
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Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.

Upvote 8

Read Answer Asked by Brian on April 17, 2025

• WSP Global Inc. (WSP $241.70)
  • $241.70 P/E (TTM): 36.15X Cap: $31.56B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
  • $171.39 P/E (TTM): 25.35X Cap: $2.04B
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• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
  • View AXON Profile
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
  • View VRT Profile
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• Shift4 Payments Inc. Class A (FOUR $68.88)
  • $68.88 P/E (TTM): 32.34X Cap: $6.10B
  • View FOUR Profile
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Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 14

Read Answer Asked by Cheryl on April 16, 2025

• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
  • View AXON Profile
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• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $68.88)
  • $68.88 P/E (TTM): 32.34X Cap: $6.10B
  • View FOUR Profile
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Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Upvote 3

Read Answer Asked by Cheryl on April 15, 2025

• WSP Global Inc. (WSP $241.70)
  • $241.70 P/E (TTM): 36.15X Cap: $31.56B
  • View WSP Profile
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  • View Reports on WSP
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $171.39)
  • $171.39 P/E (TTM): 25.35X Cap: $2.04B
  • View HPS.A Profile
  • View Questions on HPS.A
• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
  • View VRT Profile
  • View Questions on VRT

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.

Upvote 10

Read Answer Asked by Cheryl on April 07, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Sterling Infrastructure Inc. (STRL $325.10)
  • $325.10 P/E (TTM): 35.38X Cap: $9.98B
  • View STRL Profile
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• IES Holdings Inc. (IESC $428.62)
  • $428.62 P/E (TTM): 28.39X Cap: $8.51B
  • View IESC Profile
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Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara

Upvote 3

Read Answer Asked by Tamara on February 25, 2025

• Intuitive Surgical Inc. (ISRG $575.34)
  • $575.34 P/E (TTM): 76.0X Cap: $203.95B
  • View ISRG Profile
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• Celestica Inc. (CLS $449.52)
  • $449.52 P/E (TTM): 53.19X Cap: $51.71B
  • View CLS Profile
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• Axon Enterprise Inc. (AXON $550.95)
  • $550.95 P/E (TTM): 174.68X Cap: $43.47B
  • View AXON Profile
  • View Questions on AXON
• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Construction Partners Inc. (ROAD $103.04)
  • $103.04 P/E (TTM): 56.62X Cap: $5.82B
  • View ROAD Profile
  • View Questions on ROAD
• Berkshire Hathaway Inc. (BRK.B $504.34)
  • $504.34 P/E (TTM): 17.29X Cap: $1.08T
  • View BRK.B Profile
  • View Questions on BRK.B
• Vertiv Holdings LLC Class A (VRT $189.02)
  • $189.02 P/E (TTM): 71.33X Cap: $72.26B
  • View VRT Profile
  • View Questions on VRT
• Shift4 Payments Inc. Class A (FOUR $68.88)
  • $68.88 P/E (TTM): 32.34X Cap: $6.10B
  • View FOUR Profile
  • View Questions on FOUR
• Brookfield Corporation Class A Limited Voting Shares (BN $64.54)
  • $64.54 P/E (TTM): 92.1X Cap: $144.91B
  • View BN Profile
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Q: Please rate the following stocks to purchase today for a long term hold.

Upvote 23

Read Answer Asked by Ben on February 18, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX

Q: Why is FIX down today? It's on my watch list, is it a good day to buy?

Upvote 1

Read Answer Asked by Kim on February 12, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX
• Trane Technologies plc (TT $401.43)
  • $401.43 P/E (TTM): 30.9X Cap: $89.01B
  • View TT Profile
  • View Questions on TT

Q: I am looking at industrials that will do well in the USA in the initial Trump period. I see you often recommend TT, but it is down where it was last September, which appears to mean negative momentum, which, you usually steer away from. Do you see strong upside for TT in the next couple of years, and would it be your choice, or one of your picks for this goal? Would you pick it over FIX? Is there anything in the Deep Seek revelations that would negatively affect either holding? Are there other holdings you would recommend, and would you choose more than one, and would you wait a bit for the markets to settle? Thanks!

Upvote 5

Read Answer Asked by Kim on January 31, 2025

• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX

Q: Could I get your thoughts on why FIX dropped by over 20% today, January 27, 2025? I couldn't find any news except for the DeepSeek AI company which seemed to have put pressure on many technology stocks.

Upvote 3

Read Answer Asked by Ian on January 27, 2025

• JPMorgan Chase & Co. (JPM $315.04)
  • $315.04 P/E (TTM): 15.6X Cap: $857.62B
  • View JPM Profile
  • View Questions on JPM
• Comfort Systems USA Inc. (FIX $1,001.48)
  • $1,001.48 P/E (TTM): 42.42X Cap: $35.32B
  • View FIX Profile
  • View Questions on FIX

Q: Which would you anticipate to have stronger growth over the next 3-5 years...and why: JPM or FIX? Thank you.

Upvote 1

Read Answer Asked by Maureen on January 24, 2025