Investment Q&A

Q: One of Peter's top picks reported this morning: CECO. Your thoughts on its most recent quarter. Thanks.
Robert

Q: This is sort of a follow up to a question asked by Shane on Mar 12 2026. In it your response was an overall positive view of CECO's long term prospects, but I believe it has since been subject to an investigation by the law firm Halper Sadeh for a possible violation of securities law. Details of which can be found at: https://halpersadeh.com/actions/ceco-environmental-corp
Considering this additional information, would you continue to have the same overall opinion of CECO, and would you consider it to be a hold or sell if one is already underwater on the stock since its rather large drop of 22% on Feb 24th, which I believe was due to an earnings related event. As it is in a TFSA there are no tax implications to be taken advantage of.
Thank you, as always, for your valued opinions - we appreciate the hard work that goes into providing them.
D

Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.

Q: Hi team,
Is Ceco a good buy right now on the recent pullback? It has had a couple positive days now, seems like its drop may be over. Also generally speaking , do you see it as a name with multi bagger potential over the next decade? I look back to TT and amazed with the type of share price growth an industrial name like Trane has achieved. Could Ceco follow the same trajectory ?

Thanks,
Shane

Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Q: Are these two sort of similar? If so would they be competitors?

Also is the environmental sector growing? The need to clean the air n' stuff?

Q: Hi Guys,

Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?

Thanks,

Jim

Q: Your thoughts on ceco recent quarter. Thanks.
Robert

Q: I want to free up some US cash, in what order would you sell these stocks.

Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D

Q: Hello Team,

Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.

Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Q: All different in varying degrees. Please rank in order for best return 5-10year hold.

Thank you as always!

Q: Is this a stock to average into with smaller positions? Whats a good entry point?

Q: With my tax loss proceeds, I am thinking of taking a position in cecco, axon or clbt, Could you prioritize these in terms of immediate purchase? Thanks for all that you do and happy holidays to you and the staff, Cheers, Geoff

Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?

Q: If you had to pick one, which would you buy and why?

Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you