Investment Q&A

• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT

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 $230.98)
  • $230.98 P/E (TTM): 16.02X Cap: $323.42B
  • View RY Profile
  • View Questions on RY
• Suncor Energy Inc. (SU $76.25)
  • $76.25 P/E (TTM): 17.82X Cap: $90.73B
  • View SU Profile
  • View Questions on SU
• Dollarama Inc. (DOL $190.12)
  • $190.12 P/E (TTM): 40.37X Cap: $52.05B
  • View DOL Profile
  • View Questions on DOL
• Wheaton Precious Metals Corp. (WPM $198.68)
  • $198.68 P/E (TTM): 63.16X Cap: $90.20B
  • View WPM Profile
  • View Questions on WPM
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• TMX Group Limited (X $45.32)
  • $45.32 P/E (TTM): 30.42X Cap: $12.60B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Premium Brands Holdings Corporation (PBH $104.33)
  • $104.33 P/E (TTM): 70.97X Cap: $4.66B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Hydro One Limited (H $56.47)
  • $56.47 P/E (TTM): 26.06X Cap: $33.86B
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.77X Cap: $46.62B
  • View NTR Profile
  • View Questions on NTR
• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
  • View CCLA Profile
  • View Questions on CCLA
• Boyd Group Services Inc. (BYD $230.32)
  • $230.32 P/E (TTM): 229.25X Cap: $6.40B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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 $67.86)
  • $67.86 P/E (TTM): 10.91X Cap: $81.11B
  • View L Profile
  • View Questions on L
• Wheaton Precious Metals Corp. (WPM $198.68)
  • $198.68 P/E (TTM): 63.16X Cap: $90.20B
  • View WPM Profile
  • View Questions on WPM
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.38X Cap: $13.46B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Hydro One Limited (H $56.47)
  • $56.47 P/E (TTM): 26.06X Cap: $33.86B
  • View H Profile
  • View Questions on H
• Nutrien Ltd. (NTR $96.47)
  • $96.47 P/E (TTM): 57.77X Cap: $46.62B
  • View NTR Profile
  • View Questions on NTR
• Suncor Energy Inc. (SU $55.99)
  • $55.99 P/E (TTM): 17.82X Cap: $66.63B
  • View SU Profile
  • View Questions on SU
• Boyd Group Services Inc. (BYD $230.32)
  • $230.32 P/E (TTM): 229.25X Cap: $6.40B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD

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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH

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 5

Read Answer Asked by Brant on January 28, 2026

• Caterpillar Inc. (CAT $774.20)
  • $774.20 P/E (TTM): 39.78X Cap: $362.30B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • 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 $774.20)
  • $774.20 P/E (TTM): 39.78X Cap: $362.30B
  • View CAT Profile
  • View Questions on CAT
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• ATS Corporation (ATS $42.50)
  • $42.50 Cap: $4.16B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: I am currently underweight Industrials. Witch company from a long term perspective would you prefer to own.

Upvote 6

Read Answer Asked by Lynda on January 12, 2026

• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT

Q: You’re thoughts on finning

Upvote 6

Read Answer Asked on January 06, 2026

• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • View TIH Profile
  • View Questions on TIH
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Celestica Inc. (CLS $381.72)
  • $381.72 P/E (TTM): 46.63X Cap: $43.91B
  • View CLS Profile
  • View Questions on CLS

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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Descartes Systems Group Inc. (The) (DSG $89.57)
  • $89.57 P/E (TTM): 39.04X Cap: $7.70B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TMX Group Limited (X $45.32)
  • $45.32 P/E (TTM): 30.42X Cap: $12.60B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • View TIH Profile
  • View Questions on TIH
  • View Reports on TIH
• TerraVest Industries Inc. (TVK $139.65)
  • $139.65 Cap: $3.02B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• EQB Inc. (EQB $117.83)
  • $117.83 P/E (TTM): 17.77X Cap: $4.42B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $210.89)
  • $210.89 P/E (TTM): 31.2X Cap: $2.50B
  • View HPS.A Profile
  • View Questions on HPS.A
• Aritzia Inc. Subordinate Voting Shares (ATZ $118.63)
  • $118.63 Cap: $13.69B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• MDA Space Ltd. (MDA $34.90)
  • $34.90 P/E (TTM): 41.06X Cap: $4.40B
  • View MDA Profile
  • View Questions on MDA
• Telesat Corporation Common and Variable Voting Shares (TSAT $35.75)
  • $35.75 Cap: $1.29B
  • View TSAT Profile
  • View Questions on TSAT
• Lumine Group Inc. (LMN $18.30)
  • $18.30 P/E (TTM): 70.94X Cap: $4.69B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Groupe Dynamite Inc. Subordinate voting shares (GRGD $79.07)
  • $79.07 P/E (TTM): 52.36X Cap: $8.56B
  • View GRGD Profile
  • View Questions on GRGD

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 $774.20)
  • $774.20 P/E (TTM): 39.78X Cap: $362.30B
  • View CAT Profile
  • View Questions on CAT
• GE Aerospace (GE $315.41)
  • $315.41 P/E (TTM): 38.75X Cap: $330.80B
  • View GE Profile
  • View Questions on GE
• Eli Lilly and Company (LLY $1,040.00)
  • $1,040.00 P/E (TTM): 45.32X Cap: $981.09B
  • View LLY Profile
  • View Questions on LLY
• Parker-Hannifin Corporation (PH $1,001.75)
  • $1,001.75 P/E (TTM): 36.53X Cap: $126.43B
  • View PH Profile
  • View Questions on PH
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Badger Infrastructure Solutions Ltd. (BDGI $69.18)
  • $69.18 P/E (TTM): 27.84X Cap: $2.33B
  • View BDGI Profile
  • View Questions on BDGI
  • View Reports on BDGI
• Flex Ltd. (FLEX $64.24)
  • $64.24 P/E (TTM): 28.94X Cap: $23.61B
  • View FLEX Profile
  • View Questions on FLEX
• Curtiss-Wright Corporation (CW $684.22)
  • $684.22 P/E (TTM): 53.16X Cap: $23.38B
  • View CW Profile
  • View Questions on CW
• RTX Corporation (RTX $200.06)
  • $200.06 P/E (TTM): 40.33X Cap: $268.53B
  • View RTX Profile
  • View Questions on RTX
• GE Vernova Inc. (GEV $802.13)
  • $802.13 P/E (TTM): 45.34X Cap: $216.19B
  • View GEV Profile
  • View Questions on GEV
• Howmet Aerospace Inc. (HWM $250.21)
  • $250.21 P/E (TTM): 70.48X Cap: $100.31B
  • View HWM Profile
  • View Questions on HWM

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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • 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 $354.91)
  • $354.91 P/E (TTM): 40.89X Cap: $281.33B
  • View AMAT Profile
  • View Questions on AMAT
• Lam Research Corporation (LRCX $235.53)
  • $235.53 P/E (TTM): 48.36X Cap: $294.12B
  • View LRCX Profile
  • View Questions on LRCX
• NVIDIA Corporation (NVDA $182.81)
  • $182.81 P/E (TTM): 45.36X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• TFI International Inc. (TFII $163.62)
  • $163.62 P/E (TTM): 31.38X Cap: $13.46B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $123.77)
  • $123.77 P/E (TTM): 75.34X Cap: $3.47B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Trisura Group Ltd. (TSU $49.62)
  • $49.62 P/E (TTM): 19.46X Cap: $2.36B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Monolithic Power Systems Inc. (MPWR $1,171.47)
  • $1,171.47 P/E (TTM): 30.05X Cap: $56.12B
  • View MPWR Profile
  • View Questions on MPWR
• Cadence Design Systems Inc. (CDNS $299.46)
  • $299.46 P/E (TTM): 77.38X Cap: $81.51B
  • View CDNS Profile
  • View Questions on CDNS
• Century Communities Inc. (CCS $74.84)
  • $74.84 P/E (TTM): 15.4X Cap: $2.17B
  • View CCS Profile
  • View Questions on CCS
• M/I Homes Inc. (MHO $149.58)
  • $149.58 P/E (TTM): 8.78X Cap: $3.91B
  • View MHO Profile
  • View Questions on MHO
• Boyd Group Services Inc. (BYD $230.32)
  • $230.32 P/E (TTM): 229.25X Cap: $6.40B
  • View BYD Profile
  • View Questions on BYD
  • 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 $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Toromont Industries Ltd. (TIH $204.93)
  • $204.93 P/E (TTM): 33.76X Cap: $16.69B
  • 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

• Park Lawn Corporation (PLC $26.48)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT

Q: Outlook for both please and which to hold for 2 to 3 years and reasoning. Thanx.

Upvote 4

Read Answer Asked by Steve on May 09, 2024

• Finning International Inc. (FTT $89.53)
  • $89.53 P/E (TTM): 18.16X Cap: $11.71B
  • View FTT Profile
  • View Questions on FTT
• Bird Construction Inc. (BDT $30.32)
  • $30.32 P/E (TTM): 17.84X Cap: $1.67B
  • View BDT Profile
  • View Questions on BDT
• North American Construction Group Ltd. (NOA $22.14)
  • $22.14 P/E (TTM): 17.71X Cap: $651M
  • View NOA Profile
  • View Questions on NOA

Q: Would you please compare these 3 stocks using your usual metrics and determine which one you would recommend for a tfsa for a 3 to 4 year hold and perhaps an entry price? Thank you.

Upvote 2

Read Answer Asked by Steve on April 08, 2024