Investment Q&A

• Caterpillar Inc. (CAT $742.15)
  • $742.15 P/E (TTM): 37.32X Cap: $347.29B
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• Fluor Corporation (FLR $48.20)
  • $48.20 P/E (TTM): 2.37X Cap: $7.77B
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• Quanta Services Inc. (PWR $511.40)
  • $511.40 P/E (TTM): 75.28X Cap: $76.72B
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• Vulcan Materials Company (Holding Company) (VMC $330.55)
  • $330.55 P/E (TTM): 38.45X Cap: $41.15B
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• Xylem Inc. New (XYL $128.67)
  • $128.67 P/E (TTM): 36.63X Cap: $34.13B
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• Generac Holdlings Inc. (GNRC $183.39)
  • $183.39 P/E (TTM): 35.02X Cap: $10.77B
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• Eagle Materials Inc (EXP $231.17)
  • $231.17 P/E (TTM): 16.67X Cap: $7.13B
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• AECOM (ACM $105.64)
  • $105.64 P/E (TTM): 24.0X Cap: $12.39B
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• Jacobs Solutions Inc. (J $151.52)
  • $151.52 P/E (TTM): 62.53X Cap: $17.75B
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• Trane Technologies plc (TT $462.72)
  • $462.72 P/E (TTM): 35.04X Cap: $101.76B
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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 $60.81)
  • $60.81 P/E (TTM): 17.95X Cap: $23.92B
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• Tenaz Energy Corp. (TNZ $41.47)
  • $41.47 Cap: $1.18B
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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 $6.25)
  • $6.25 Cap: $139M
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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 $8.26)
  • $8.26 P/E (TTM): 135.0X Cap: $2.47B
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• Zedcor Inc. (ZDC $6.24)
  • $6.24 P/E (TTM): 440.0X Cap: $659M
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• CECO Environmental Corp. (CECO $73.09)
  • $73.09 P/E (TTM): 50.96X Cap: $2.62B
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• EnerSys (ENS $174.54)
  • $174.54 P/E (TTM): 21.34X Cap: $6.49B
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• Karman Holdings Inc. (KRMN $89.86)
  • $89.86 P/E (TTM): 1362.29X Cap: $12.89B
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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 $118.17)
  • $118.17 P/E (TTM): 17.24X Cap: $4.37B
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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 $498.23)
  • $498.23 P/E (TTM): 64.48X Cap: $175.02B
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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 $46.23)
  • $46.23 P/E (TTM): 27.53X Cap: $12.98B
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• Thomson Reuters Corporation (TRI $123.90)
  • $123.90 P/E (TTM): 22.2X Cap: $53.91B
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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 $1,278.20)
  • $1,278.20 P/E (TTM): 52.11X Cap: $45.27B
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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

• Celestica Inc. (CLS $404.90)
  • $404.90 P/E (TTM): 50.01X Cap: $49.78B
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• goeasy Ltd. (GSY $129.91)
  • $129.91 P/E (TTM): 9.56X Cap: $2.08B
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• Kraken Robotics Inc. (PNG $8.26)
  • $8.26 P/E (TTM): 135.0X Cap: $2.47B
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• Zedcor Inc. (ZDC $6.24)
  • $6.24 P/E (TTM): 440.0X Cap: $659M
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• Galaxy Digital Inc. Class A common stock (GLXY $29.01)
  • $29.01 Cap: $11.22B
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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 $53.45)
  • $53.45 P/E (TTM): 16.77X Cap: $54.63B
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• iShares S&P U.S. Financials Index ETF (XUSF $79.29)
  • $79.29 P/E (TTM): 16.61X Cap: $53M
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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 $12.97)
  • $12.97 P/E (TTM): 125.2X Cap: $19.71B
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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 $8.08)
  • $8.08 P/E (TTM): 158.82X Cap: $504M
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• WELL Health Technologies Corp. (WELL $4.08)
  • $4.08 Cap: $1.01B
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• Zoomd Technologies Ltd. (ZOMD $1.05)
  • $1.05 P/E (TTM): 4.52X Cap: $107M
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• Kits Eyecare Ltd. (KITS $20.23)
  • $20.23 P/E (TTM): 183.64X Cap: $650M
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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 $103.28)
  • $103.28 P/E (TTM): 25.89X Cap: $21.46B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.11)
  • $53.11 P/E (TTM): 14.32X Cap: $24.30B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $46.79)
  • $46.79 P/E (TTM): 23.36X Cap: $8.89B
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• State Street SPDR S&P 500 ETF Trust (SPY $694.00)
  • $694.00 P/E (TTM): 26.17X Cap: $710.73B
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• INVESCO QQQ Trust (QQQ $613.57)
  • $613.57 P/E (TTM): 30.22X Cap: $405.05B
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $110.33)
  • $110.33 P/E (TTM): 29.51X Cap: $1.92B
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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 $118.17)
  • $118.17 P/E (TTM): 17.24X Cap: $4.37B
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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 $9.05)
  • $9.05 Cap: $5.51B
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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 $223.44)
  • $223.44 P/E (TTM): 52.28X Cap: $10.18B
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Q: Your analysis and opinion on earnings please.

Upvote 6

Read Answer Asked by Greg on October 23, 2025

• United Rentals Inc. (URI $875.59)
  • $875.59 P/E (TTM): 23.17X Cap: $55.21B
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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 $12.77)
  • $12.77 P/E (TTM): 10.77X Cap: $15.59B
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Q: Thoughts on their latest quarter.

Upvote 6

Read Answer Asked by don on October 23, 2025

• Ucore Rare Metals Inc. (UCU $7.81)
  • $7.81 Cap: $877M
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• Neo Performance Materials Inc. (NEO $21.67)
  • $21.67 Cap: $866M
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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