Investment Q&A

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.16)
  • $279.16 P/E (TTM): 46.0X Cap: $3.32B
  • View HPS.A Profile
  • View Questions on HPS.A
• Boyd Group Services Inc. (BYD $161.20)
  • $161.20 P/E (TTM): 149.45X Cap: $4.48B
  • View BYD Profile
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Q: Do you have a preference at this time between BYD, FTT and HPS.A for a long term hold.

Upvote 4

Read Answer Asked by Craig on March 23, 2026

• Canadian National Railway Company (CNR $147.91)
  • $147.91 P/E (TTM): 20.76X Cap: $90.34B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $68.59)
  • $68.59 P/E (TTM): 51.06X Cap: $7.70B
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• Nutrien Ltd. (NTR $101.43)
  • $101.43 P/E (TTM): 32.69X Cap: $48.10B
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• Royal Bank Of Canada (RY $175.22)
  • $175.22 P/E (TTM): 16.15X Cap: $249.24B
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Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.

Upvote 15

Read Answer Asked by Stephen on March 13, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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Q: Please comment on Finning International earnings/guidance. Thank You

Upvote 3

Read Answer Asked by rajeev on February 11, 2026

• Royal Bank of Canada (RY $239.99)
  • $239.99 P/E (TTM): 16.31X Cap: $335.15B
  • View RY Profile
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• Suncor Energy Inc. (SU $91.81)
  • $91.81 P/E (TTM): 18.09X Cap: $108.97B
  • View SU Profile
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• Dollarama Inc. (DOL $170.31)
  • $170.31 P/E (TTM): 35.67X Cap: $46.48B
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• Wheaton Precious Metals Corp. (WPM $170.84)
  • $170.84 P/E (TTM): 39.48X Cap: $77.56B
  • View WPM Profile
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• TMX Group Limited (X $54.37)
  • $54.37 P/E (TTM): 36.05X Cap: $15.12B
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• Premium Brands Holdings Corporation (PBH $83.42)
  • $83.42 P/E (TTM): 56.43X Cap: $4.34B
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• Hydro One Limited (H $57.81)
  • $57.81 P/E (TTM): 26.32X Cap: $34.67B
  • View H Profile
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• Nutrien Ltd. (NTR $101.43)
  • $101.43 P/E (TTM): 32.69X Cap: $48.10B
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
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• Boyd Group Services Inc. (BYD $161.20)
  • $161.20 P/E (TTM): 149.45X Cap: $4.48B
  • View BYD Profile
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Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.

Upvote 12

Read Answer Asked by Stephen on February 03, 2026

• Loblaw Companies Limited (L $62.17)
  • $62.17 P/E (TTM): 11.82X Cap: $72.62B
  • View L Profile
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• Wheaton Precious Metals Corp. (WPM $170.84)
  • $170.84 P/E (TTM): 39.48X Cap: $77.56B
  • View WPM Profile
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• TFI International Inc. (TFII $192.50)
  • $192.50 P/E (TTM): 50.15X Cap: $15.82B
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• Hydro One Limited (H $57.81)
  • $57.81 P/E (TTM): 26.32X Cap: $34.67B
  • View H Profile
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• Nutrien Ltd. (NTR $101.43)
  • $101.43 P/E (TTM): 32.69X Cap: $48.10B
  • View NTR Profile
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• Suncor Energy Inc. (SU $67.07)
  • $67.07 P/E (TTM): 18.09X Cap: $77.65B
  • View SU Profile
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• Boyd Group Services Inc. (BYD $161.20)
  • $161.20 P/E (TTM): 149.45X Cap: $4.48B
  • View BYD Profile
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Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Upvote 11

Read Answer Asked by Stephen on February 02, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
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Q: Per some recent member questions for 2026 it appears 5ii is suggesting to take some profits from TIH (trim or 100% exit?) and reallocate to a new FTT position ?
Thoughts ?

Upvote 6

Read Answer Asked by Brant on January 28, 2026

• Caterpillar Inc. (CAT $810.05)
  • $810.05 P/E (TTM): 44.06X Cap: $380.54B
  • View CAT Profile
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Which of CAT, FTT, and TIH do you see as the best performer over the next year? Thanks for your insight.
Ian

Upvote 4

Read Answer Asked by Ian on January 27, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: Last question on these two companies as late December, and I am interested if your take has changed. I just sold CAT, and am looking at repositioning into one of the maintainers of its equipment; largely to get out of the $US and potential risks to CAT of Trump policies.

What is your take on these 2 companies and which would come out ahead for an investment now?

Upvote 8

Read Answer Asked by Dave on January 26, 2026

• Caterpillar Inc. (CAT $810.05)
  • $810.05 P/E (TTM): 44.06X Cap: $380.54B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT

Q: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?

We already own Finning International, having taken a 4% position, just before recent quarterly results.

Could you contrast the two companies from stability/growth/valuation perspective ?

Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?

Thank You

Upvote 3

Read Answer Asked by rajeev on January 15, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
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• ATS Corporation (ATS $42.95)
  • $42.95 Cap: $4.21B
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Q: I am currently underweight Industrials. Witch company from a long term perspective would you prefer to own.

Upvote 7

Read Answer Asked by Lynda on January 12, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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Q: You’re thoughts on finning

Upvote 6

Read Answer Asked on January 06, 2026

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
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  • View Reports on TIH

Q: Hi Peter and 5i,
Like the momentum of both companies. Like the strong net cash position of TIH.
Which one would you pick of the 2 for the potential highest return over the next 5 years?
Is it FTT based on 5i starting a new position in your Balanced Portfolio? Or is it a coin toss?

Upvote 5

Read Answer Asked by Dennis on December 22, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• Celestica Inc. (CLS $515.17)
  • $515.17 P/E (TTM): 58.12X Cap: $56.70B
  • View CLS Profile
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Q: For best growth over next three years CLS or FTT, or a bit of both?

Upvote 5

Read Answer Asked by Ron on December 12, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• Descartes Systems Group Inc. (The) (DSG $98.96)
  • $98.96 P/E (TTM): 39.39X Cap: $8.51B
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• TMX Group Limited (X $54.37)
  • $54.37 P/E (TTM): 36.05X Cap: $15.12B
  • View X Profile
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• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
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• TerraVest Industries Inc. (TVK $139.05)
  • $139.05 Cap: $3.01B
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• EQB Inc. (EQB $123.30)
  • $123.30 P/E (TTM): 20.76X Cap: $4.51B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.16)
  • $279.16 P/E (TTM): 46.0X Cap: $3.32B
  • View HPS.A Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $140.00)
  • $140.00 Cap: $16.03B
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• MDA Space Ltd. (MDA $39.68)
  • $39.68 P/E (TTM): 50.36X Cap: $5.50B
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• Telesat Corporation Common and Variable Voting Shares (TSAT $60.20)
  • $60.20 Cap: $2.17B
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• Lumine Group Inc. (LMN $20.58)
  • $20.58 P/E (TTM): 34.01X Cap: $5.28B
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• Groupe Dynamite Inc. Subordinate voting shares (GRGD $87.40)
  • $87.40 P/E (TTM): 41.03X Cap: $9.46B
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Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Upvote 24

Read Answer Asked by David on December 11, 2025

• Caterpillar Inc. (CAT $810.05)
  • $810.05 P/E (TTM): 44.06X Cap: $380.54B
  • View CAT Profile
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• GE Aerospace (GE $283.57)
  • $283.57 P/E (TTM): 35.04X Cap: $295.85B
  • View GE Profile
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• Eli Lilly and Company (LLY $851.21)
  • $851.21 P/E (TTM): 37.83X Cap: $804.23B
  • View LLY Profile
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• Parker-Hannifin Corporation (PH $947.50)
  • $947.50 P/E (TTM): 35.09X Cap: $119.59B
  • View PH Profile
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
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• Badger Infrastructure Solutions Ltd. (BDGI $64.28)
  • $64.28 P/E (TTM): 26.15X Cap: $2.16B
  • View BDGI Profile
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• Flex Ltd. (FLEX $90.60)
  • $90.60 P/E (TTM): 39.26X Cap: $33.31B
  • View FLEX Profile
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• Curtiss-Wright Corporation (CW $696.23)
  • $696.23 P/E (TTM): 54.86X Cap: $25.69B
  • View CW Profile
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• RTX Corporation (RTX $172.79)
  • $172.79 P/E (TTM): 32.53X Cap: $232.69B
  • View RTX Profile
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• GE Vernova Inc. (GEV $1,063.11)
  • $1,063.11 P/E (TTM): 61.56X Cap: $285.67B
  • View GEV Profile
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• Howmet Aerospace Inc. (HWM $236.52)
  • $236.52 P/E (TTM): 65.15X Cap: $94.77B
  • View HWM Profile
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Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Upvote 3

Read Answer Asked by Graeme on November 21, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT

Q: Not much has been asked about this Co, lately. What do you think of Finning International, being the largest global distributor of Caterpillar products ? There seems to be a tailwind developing with expanding need for heavy equipment/machinery, based on copper/precious metal mining and infrastructure/data centres spending.

Do you like the Co, its growth prospects and valuation ? Any negatives ?

Would you be comfortable buying a full/partial position, before earnings which are due Nov 11 ?

What are the street estimates ?

Thank You

Upvote 2

Read Answer Asked by rajeev on November 11, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT

Q: Why FTT share price has increased so much in the last few days?

Thanks,

Upvote 2

Read Answer Asked by Liping on May 15, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: I have a question about Toromont Industries Ltd. How do you rate Finning versus Toromont?

Thanks.

Upvote 5

Read Answer Asked by Lorne on March 07, 2025

• Applied Materials Inc. (AMAT $382.59)
  • $382.59 P/E (TTM): 41.44X Cap: $303.62B
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• Lam Research Corporation (LRCX $248.75)
  • $248.75 P/E (TTM): 53.28X Cap: $314.18B
  • View LRCX Profile
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• NVIDIA Corporation (NVDA $209.25)
  • $209.25 P/E (TTM): 44.21X Cap: $5.08T
  • View NVDA Profile
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• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII $192.50)
  • $192.50 P/E (TTM): 50.15X Cap: $15.82B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $138.22)
  • $138.22 P/E (TTM): 40.98X Cap: $3.82B
  • View KXS Profile
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• Trisura Group Ltd. (TSU $44.58)
  • $44.58 P/E (TTM): 14.9X Cap: $2.09B
  • View TSU Profile
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  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR $1,526.84)
  • $1,526.84 P/E (TTM): 116.96X Cap: $74.99B
  • View MPWR Profile
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• Cadence Design Systems Inc. (CDNS $329.95)
  • $329.95 P/E (TTM): 82.89X Cap: $91.09B
  • View CDNS Profile
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• Century Communities Inc. (CCS $55.47)
  • $55.47 P/E (TTM): 12.13X Cap: $1.72B
  • View CCS Profile
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• M/I Homes Inc. (MHO $129.99)
  • $129.99 P/E (TTM): 9.12X Cap: $3.46B
  • View MHO Profile
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• Boyd Group Services Inc. (BYD $161.20)
  • $161.20 P/E (TTM): 149.45X Cap: $4.48B
  • View BYD Profile
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  • View Reports on BYD

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 36

Read Answer Asked by Christine on January 17, 2025

• Finning International Inc. (FTT $96.61)
  • $96.61 P/E (TTM): 20.31X Cap: $12.63B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $210.88)
  • $210.88 P/E (TTM): 34.76X Cap: $17.19B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

Q: FTT dropped over 11% during the last week.
Can you please comment on the results of the last quarter.
What is your perspective on this stock ? Is a hold or sell ?
Do you recommend averaging down ?
Thanks

Upvote 5

Read Answer Asked by Terry on November 14, 2024