Investment Q&A

• BMO SPDR Technology Select Sector Index ETF (ZXLK $32.65)
  • $32.65 P/E (TTM): 94.08X Cap: $4M
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Q: BMO is now introducing Spyder ETFs for each major US market sector. They have the unhedged and hedged. Which of these sector ETFS do you like and would you do unhedged or hedged? I know there is ZQN and ZQQ which you have recommended, so I'm wondering what the difference would be in those versus ZXLK. Thank you!

Upvote 2

Read Answer Asked by Neil on August 14, 2025

• Costco Wholesale Corporation (COST $980.41)
  • $980.41 P/E (TTM): 57.29X Cap: $441.06B
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• NVIDIA Corporation (NVDA $174.72)
  • $174.72 P/E (TTM): 56.66X Cap: $4.27T
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Q: Hello 5i research
Please recommend 5 stocks Canadian or US , that can be considered a sleep a night stock .I already own Csu, Lmn , BRK, Nvda, Ry among other.
Thanks

Upvote 12

Read Answer Asked by claudio on August 14, 2025

• Gartner Inc. (IT $244.25)
  • $244.25 P/E (TTM): 15.14X Cap: $18.49B
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Q: What are thoughts on Gartner? Buy? Hold? Or Sell?

Upvote 1

Read Answer Asked by Ken on August 14, 2025

• United Rentals Inc. (URI $895.81)
  • $895.81 P/E (TTM): 23.72X Cap: $58.02B
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• GATX Corporation (GATX $159.40)
  • $159.40 P/E (TTM): 18.26X Cap: $5.62B
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• Murphy USA Inc. (MUSA $391.40)
  • $391.40 P/E (TTM): 16.43X Cap: $7.53B
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• SPX Technologies Inc. (SPXC $185.82)
  • $185.82 P/E (TTM): 42.15X Cap: $8.78B
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• The Ensign Group Inc. (ENSG $169.09)
  • $169.09 P/E (TTM): 30.26X Cap: $9.58B
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Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Upvote 12

Read Answer Asked by Chris on August 13, 2025

• Nebius Group N.V. (NBIS $66.58)
  • $66.58 Cap: $16.06B
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• CoreWeave Inc. (CRWV $92.77)
  • $92.77 Cap: $45.38B
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Q: Hi, NBIS
A little late to the party but would you consider $70 still a good entry point for a long term hold or would you recommend waiting for a pullback?
Thank you

Upvote 8

Read Answer Asked by Josette on August 13, 2025

• United Rentals Inc. (URI $895.81)
  • $895.81 P/E (TTM): 23.72X Cap: $58.02B
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• AAON Inc. (AAON $80.51)
  • $80.51 P/E (TTM): 55.61X Cap: $6.52B
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• Coca-Cola Consolidated Inc. (COKE $118.74)
  • $118.74 P/E (TTM): 18.59X Cap: $9.82B
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• GATX Corporation (GATX $159.40)
  • $159.40 P/E (TTM): 18.26X Cap: $5.62B
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• Murphy USA Inc. (MUSA $391.40)
  • $391.40 P/E (TTM): 16.43X Cap: $7.53B
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• Construction Partners Inc. (ROAD $114.97)
  • $114.97 P/E (TTM): 81.96X Cap: $6.43B
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• SPX Technologies Inc. (SPXC $185.82)
  • $185.82 P/E (TTM): 42.15X Cap: $8.78B
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• Tetra Tech Inc. (TTEK $35.56)
  • $35.56 P/E (TTM): 44.92X Cap: $9.40B
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• The Ensign Group Inc. (ENSG $169.09)
  • $169.09 P/E (TTM): 30.26X Cap: $9.58B
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• ExlService Holdings Inc. (EXLS $43.19)
  • $43.19 P/E (TTM): 32.48X Cap: $6.99B
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• Robinhood Markets Inc. (HOOD $105.16)
  • $105.16 P/E (TTM): 54.85X Cap: $92.95B
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• Skyward Specialty Insurance Group Inc. (SKWD $49.65)
  • $49.65 P/E (TTM): 15.36X Cap: $2B
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Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Upvote 13

Read Answer Asked by Keith on August 13, 2025

• Triple Flag Precious Metals Corp. (TFPM $35.66)
  • $35.66 P/E (TTM): 28.76X Cap: $7.04B
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Q: May I get your thoughts on their recent earnings and your general thoughts on the company/business?

Thanks

Upvote 1

Read Answer Asked by Marco on August 13, 2025

• Sandstorm Gold Ltd. (SSL $14.75)
  • $14.75 P/E (TTM): 86.63X Cap: $4.28B
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• Royal Gold Inc. (RGLD $170.91)
  • $170.91 P/E (TTM): 27.6X Cap: $11.17B
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Q: Please, when is the takeover between SSL and RGLD expected to be completed?
Many thanks.

Upvote 1

Read Answer Asked by Gayle on August 13, 2025

• Exchange Income Corporation (EIF $73.12)
  • $73.12 P/E (TTM): 28.64X Cap: $3.74B
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Q: Hello 5i,
Please comment on EIF earnings. This company seems to make money compared to AC over the last 20 years (16 for EIF). Can this continue? Have it's debt ratios actually improved? Are they facing a cliff?
TIA,

Upvote 4

Read Answer Asked by Kat on August 13, 2025

• Strathcona Resources Ltd. (SCR $38.00)
  • $38.00 P/E (TTM): 11.23X Cap: $8.05B
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• MEG Energy Corp. (MEG $27.36)
  • $27.36 P/E (TTM): 6.08X Cap: $7B
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Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx

Upvote 3

Read Answer Asked by jim on August 13, 2025

• Apple Inc. (AAPL $225.43)
  • $225.43 P/E (TTM): 34.99X Cap: $3.35T
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• Tesla Inc. (TSLA $320.93)
  • $320.93 P/E (TTM): 190.35X Cap: $1.04T
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• Apple Hospitality REIT Inc. (APLE $12.36)
  • $12.36 P/E (TTM): 16.32X Cap: $2.88B
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• Palantir Technologies Inc. (PLTR $155.51)
  • $155.51 P/E (TTM): 525.83X Cap: $370.10B
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Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks

Upvote 5

Read Answer Asked by Fernando on August 13, 2025

• TerraVest Industries Inc. (TVK $145.01)
  • $145.01 Cap: $3.10B
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Q: Please discuss the drop in TVK share price today. Opportunity to add to my position?
Thanks in advance.

Upvote 7

Read Answer Asked by Greg on August 13, 2025

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
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Q: What are your thoughts on CURA based on their last quarterly results?

Upvote 1

Read Answer Asked by Neeraj on August 13, 2025

• Uber Technologies Inc. (UBER $93.52)
  • $93.52 P/E (TTM): 16.69X Cap: $195.46B
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Q: Hi there - can I please have your opinion on Uber? If you had a US focused portfolio, would Uber be a part of it? If so, would it exist in the Income, Balanced or Growth? Thank you!

Upvote 3

Read Answer Asked by Michael on August 13, 2025

• Circle Internet Group Inc. Class A (CRCL $135.23)
  • $135.23 Cap: $31.61B
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• SharpLink Gaming Inc. (SBET $18.77)
  • $18.77 Cap: $3.28B
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• BitMine Immersion Technologies Inc. (BMNR $50.21)
  • $50.21 Cap: $224M
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Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Upvote 4

Read Answer Asked by umedali on August 13, 2025

• EQB Inc. (EQB $99.91)
  • $99.91 P/E (TTM): 10.35X Cap: $3.84B
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Q: hi,
today BMO Nesbitt burns analyst Etienne Ricard downgraded EQB. can you comment on the report thesis, and give your thoughts on whether it is a buy, sell or hold today?
cheers, Chris

Upvote 8

Read Answer Asked by chris on August 13, 2025

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.58)
  • $6.58 P/E (TTM): 21.9X Cap: $704M
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Q: Could I get your thoughts on FSZ latest quarter? Looks like the company is cutting cost and a nice beat on earnings this quarter.

Upvote 3

Read Answer Asked by blake on August 13, 2025

• Amgen Inc. (AMGN $296.73)
  • $296.73 P/E (TTM): 24.15X Cap: $159.59B
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• Intuitive Surgical Inc. (ISRG $475.60)
  • $475.60 P/E (TTM): 66.74X Cap: $172.23B
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• AbbVie Inc. (ABBV $211.11)
  • $211.11 P/E (TTM): 88.12X Cap: $369.47B
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• Eli Lilly and Company (LLY $711.33)
  • $711.33 P/E (TTM): 57.22X Cap: $667.66B
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• Stryker Corporation (SYK $389.23)
  • $389.23 P/E (TTM): 51.65X Cap: $149.81B
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• Novo Nordisk A/S (NVO $54.73)
  • $54.73 P/E (TTM): 15.55X Cap: $363.68B
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Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?

Upvote 5

Read Answer Asked by David on August 13, 2025

• Premium Global Income Split Corp. Class A Shares (PGIC $6.02)
  • $6.02 P/E (TTM): 22.59X Cap: $19M
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Q: Just trying to understand this type of instrument. Why would PGIC drop from $90 in 2006 to $4 in 2010 and then trade between $17 and $4 up to 2025? I don;t need specifics, just a general answer would do. Thanks.

Further to my last question on PGIC, (you may have covered this), why would this not recover after 2010 with the rest of the market?

Upvote 1

Read Answer Asked by George on August 13, 2025

Q: I'm sorry--in my question yesterday, I should have specified Canadian Growth stocks. Could you respond again with your top ten as of today?

Upvote 41

Read Answer Asked by Rick on August 13, 2025