Investment Q&A

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
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• Trane Technologies plc (TT $426.70)
  • $426.70 P/E (TTM): 32.77X Cap: $94.44B
  • View TT Profile
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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

Upvote 6

Read Answer Asked by Shane on March 12, 2026

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
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Q: I know it’s been a very volatile stock lately, but would you initiate a position at these level levels?

Upvote 6

Read Answer Asked by Gary on February 27, 2026

• Biorem Inc. (BRM $2.60)
  • $2.60 P/E (TTM): 22.64X Cap: $41M
  • View BRM Profile
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• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
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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?

Upvote 3

Read Answer Asked by B on February 25, 2026

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
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Q: Hi Guys,

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

Thanks,

Jim

Upvote 3

Read Answer Asked by jim on February 25, 2026

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
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Q: Your thoughts on ceco recent quarter. Thanks.
Robert

Upvote 3

Read Answer Asked by Robert on February 24, 2026

• Intuitive Surgical Inc. (ISRG $477.73)
  • $477.73 P/E (TTM): 61.34X Cap: $169.65B
  • View ISRG Profile
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• AeroVironment Inc. (AVAV $215.85)
  • $215.85 Cap: $10.77B
  • View AVAV Profile
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• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Vertiv Holdings LLC Class A (VRT $264.71)
  • $264.71 P/E (TTM): 78.71X Cap: $101.27B
  • View VRT Profile
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• Ondas Inc (ONDS $10.83)
  • $10.83 Cap: $4.99B
  • View ONDS Profile
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• BlackSky Technology Inc. Class A (BKSY $25.38)
  • $25.38 Cap: $938M
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• Rocket Lab Corporation (RKLB $69.48)
  • $69.48 Cap: $39.56B
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• Voyager Technologies Inc. Class A (VOYG $27.82)
  • $27.82 Cap: $1.64B
  • View VOYG Profile
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Q: I want to free up some US cash, in what order would you sell these stocks.

Upvote 5

Read Answer Asked by Brendon on February 23, 2026

• United Rentals Inc. (URI $725.30)
  • $725.30 P/E (TTM): 19.3X Cap: $45.69B
  • View URI Profile
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• WSP Global Inc. (WSP $221.84)
  • $221.84 P/E (TTM): 30.24X Cap: $29.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $122.27)
  • $122.27 P/E (TTM): 28.98X Cap: $13.94B
  • View STN Profile
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  • View Reports on STN
• Thomson Reuters Corporation (TRI $129.02)
  • $129.02 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
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• Kraken Robotics Inc. (PNG $9.61)
  • $9.61 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $508.41)
  • $508.41 P/E (TTM): 335.48X Cap: $40.87B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
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• Vertiv Holdings LLC Class A (VRT $264.71)
  • $264.71 P/E (TTM): 78.71X Cap: $101.27B
  • View VRT Profile
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• Tantalus Systems Holding Inc. (GRID $4.47)
  • $4.47 Cap: $229M
  • View GRID Profile
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• MDA Space Ltd. (MDA $46.16)
  • $46.16 P/E (TTM): 51.94X Cap: $5.84B
  • View MDA Profile
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• Karman Holdings Inc. (KRMN $101.43)
  • $101.43 P/E (TTM): 1486.57X Cap: $13.42B
  • View KRMN Profile
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• GPGI Inc. Class A (GPGI $17.74)
  • $17.74 Cap: $5.07B
  • View GPGI Profile
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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?

Upvote 14

Read Answer Asked by Kel on February 23, 2026

• Micron Technology Inc. (MU $461.73)
  • $461.73 P/E (TTM): 43.89X Cap: $519.68B
  • View MU Profile
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• NVIDIA Corporation (NVDA $180.40)
  • $180.40 P/E (TTM): 37.13X Cap: $4.38T
  • View NVDA Profile
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• Eli Lilly and Company (LLY $918.05)
  • $918.05 P/E (TTM): 40.54X Cap: $867.39B
  • View LLY Profile
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• Celestica Inc. (CLS $376.13)
  • $376.13 P/E (TTM): 39.65X Cap: $43.24B
  • View CLS Profile
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• 5N Plus Inc. (VNP $30.10)
  • $30.10 P/E (TTM): 40.33X Cap: $2.68B
  • View VNP Profile
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• Kraken Robotics Inc. (PNG $9.61)
  • $9.61 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Teradyne Inc. (TER $300.07)
  • $300.07 P/E (TTM): 86.28X Cap: $46.97B
  • View TER Profile
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• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Ondas Inc (ONDS $10.83)
  • $10.83 Cap: $4.99B
  • View ONDS Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
  • $53.89 P/E (TTM): 80.1X Cap: $120.55B
  • View BN Profile
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
  • View NBIS Profile
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• Rocket Lab Corporation (RKLB $69.48)
  • $69.48 Cap: $39.56B
  • View RKLB Profile
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• Alphabet CDR (CAD Hedged) (GOOG $49.31)
  • $49.31 P/E (TTM): 38.48X Cap: $5.09T
  • View GOOG Profile
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• Voyager Technologies Inc. Class A (VOYG $27.82)
  • $27.82 Cap: $1.64B
  • View VOYG Profile
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• Firefly Aerospace Inc. (FLY $23.19)
  • $23.19 Cap: $3.73B
  • View FLY Profile
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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!

Upvote 46

Read Answer Asked by Keith on February 09, 2026

• KLA Corporation (KLAC $1,482.36)
  • $1,482.36 P/E (TTM): 43.13X Cap: $194.30B
  • View KLAC Profile
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• Lam Research Corporation (LRCX $224.71)
  • $224.71 P/E (TTM): 46.5X Cap: $280.61B
  • View LRCX Profile
  • View Questions on LRCX
• ASML Holding N.V. (ASML $1,355.17)
  • $1,355.17 P/E (TTM): 62.55X Cap: $522.30B
  • View ASML Profile
  • View Questions on ASML
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Lattice Semiconductor Corporation (LSCC $94.16)
  • $94.16 P/E (TTM): 3072.0X Cap: $12.87B
  • View LSCC Profile
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• Entegris Inc. (ENTG $115.58)
  • $115.58 P/E (TTM): 74.89X Cap: $17.56B
  • View ENTG Profile
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• Applied Digital Corp. (APLD $26.65)
  • $26.65 Cap: $7.45B
  • View APLD Profile
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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

Upvote 1

Read Answer Asked by Dawn on January 15, 2026

• Kraken Robotics Inc. (PNG $9.61)
  • $9.61 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• HIVE Digital Technologies Ltd. (HIVE $2.99)
  • $2.99 Cap: $745M
  • View HIVE Profile
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• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
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• Vitalhub Corp. (VHI $7.71)
  • $7.71 P/E (TTM): 153.33X Cap: $486M
  • View VHI Profile
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  • View Reports on VHI
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $29.65)
  • $29.65 Cap: $11.58B
  • View GLXY Profile
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• Zoomd Technologies Ltd. (ZOMD $0.95)
  • $0.95 P/E (TTM): 4.24X Cap: $95M
  • View ZOMD Profile
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• VPN Technologies (VPN)
  • Cap: $5M
  • View VPN Profile
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• Tantalus Systems Holding Inc. (GRID $4.47)
  • $4.47 Cap: $229M
  • View GRID Profile
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• Sportradar Group AG (SRAD $18.36)
  • $18.36 Cap: $5.49B
  • View SRAD Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $55.01)
  • $55.01 Cap: $1.98B
  • View TSAT Profile
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
  • View NBIS Profile
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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.

Upvote 32

Read Answer Asked by Kevin on January 09, 2026

• United Rentals Inc. (URI $725.30)
  • $725.30 P/E (TTM): 19.3X Cap: $45.69B
  • View URI Profile
  • View Questions on URI
• WSP Global Inc. (WSP $221.84)
  • $221.84 P/E (TTM): 30.24X Cap: $29.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $122.27)
  • $122.27 P/E (TTM): 28.98X Cap: $13.94B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Thomson Reuters Corporation (TRI $129.02)
  • $129.02 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
  • View Questions on TRI
• Kraken Robotics Inc. (PNG $9.61)
  • $9.61 P/E (TTM): 167.5X Cap: $2.94B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Axon Enterprise Inc. (AXON $508.41)
  • $508.41 P/E (TTM): 335.48X Cap: $40.87B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Parsons Corporation (PSN $51.11)
  • $51.11 P/E (TTM): 24.66X Cap: $5.46B
  • View PSN Profile
  • View Questions on PSN
• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $166.61)
  • $166.61 P/E (TTM): 51.41X Cap: $7.84B
  • View GRID Profile
  • View Questions on GRID
• Karman Holdings Inc. (KRMN $101.43)
  • $101.43 P/E (TTM): 1486.57X Cap: $13.42B
  • View KRMN Profile
  • View Questions on KRMN

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

Upvote 15

Read Answer Asked by Kel on January 06, 2026

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Kratos Defense & Security Solutions Inc. (KTOS $93.04)
  • $93.04 P/E (TTM): 733.15X Cap: $15.84B
  • View KTOS Profile
  • View Questions on KTOS
• Cellebrite DI Ltd. (CLBT $14.58)
  • $14.58 Cap: $3.63B
  • View CLBT Profile
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• Sportradar Group AG (SRAD $18.36)
  • $18.36 Cap: $5.49B
  • View SRAD Profile
  • View Questions on SRAD
• Reddit Inc. Class A (RDDT $142.79)
  • $142.79 P/E (TTM): 55.3X Cap: $27.27B
  • View RDDT Profile
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• Nebius Group N.V. (NBIS $118.56)
  • $118.56 Cap: $28.23B
  • View NBIS Profile
  • View Questions on NBIS

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

Thank you as always!

Upvote 6

Read Answer Asked by Chris on January 05, 2026

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO

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

Upvote 2

Read Answer Asked by Gary on December 17, 2025

• Axon Enterprise Inc. (AXON $508.41)
  • $508.41 P/E (TTM): 335.48X Cap: $40.87B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Cellebrite DI Ltd. (CLBT $14.58)
  • $14.58 Cap: $3.63B
  • View CLBT Profile
  • View Questions on CLBT

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

Upvote 4

Read Answer Asked by Geoff on December 11, 2025

• AAON Inc. (AAON $78.55)
  • $78.55 P/E (TTM): 61.15X Cap: $6.40B
  • View AAON Profile
  • View Questions on AAON
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Goosehead Insurance Inc. (GSHD $45.00)
  • $45.00 P/E (TTM): 43.3X Cap: $1.64B
  • View GSHD Profile
  • View Questions on GSHD
• Construction Partners Inc. (ROAD $117.38)
  • $117.38 P/E (TTM): 53.66X Cap: $6.63B
  • View ROAD Profile
  • View Questions on ROAD
• Sanmina Corporation (SANM $125.03)
  • $125.03 P/E (TTM): 29.86X Cap: $6.82B
  • View SANM Profile
  • View Questions on SANM
• NewMarket Corp (NEU $613.15)
  • $613.15 P/E (TTM): 13.97X Cap: $5.46B
  • View NEU Profile
  • View Questions on NEU
• IES Holdings Inc. (IESC $441.56)
  • $441.56 P/E (TTM): 26.79X Cap: $8.79B
  • View IESC Profile
  • View Questions on IESC
• Hims & Hers Health Inc. Class A (HIMS $23.15)
  • $23.15 P/E (TTM): 49.96X Cap: $5.27B
  • View HIMS Profile
  • View Questions on HIMS
• Karman Holdings Inc. (KRMN $101.43)
  • $101.43 P/E (TTM): 1486.57X Cap: $13.42B
  • View KRMN Profile
  • View Questions on KRMN

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?

Upvote 17

Read Answer Asked by Tim on December 09, 2025

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS

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

Upvote 6

Read Answer Asked by Peter on December 01, 2025

• WSP Global Inc. (WSP $221.84)
  • $221.84 P/E (TTM): 30.24X Cap: $29.90B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $129.02)
  • $129.02 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
  • View Questions on TRI
• Zedcor Inc. (ZDC $5.56)
  • $5.56 P/E (TTM): 400.71X Cap: $586M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $508.41)
  • $508.41 P/E (TTM): 335.48X Cap: $40.87B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Vertiv Holdings LLC Class A (VRT $264.71)
  • $264.71 P/E (TTM): 78.71X Cap: $101.27B
  • View VRT Profile
  • View Questions on VRT
• Tantalus Systems Holding Inc. (GRID $4.47)
  • $4.47 Cap: $229M
  • View GRID Profile
  • View Questions on GRID

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

Upvote 16

Read Answer Asked by Neil on November 25, 2025

• Lundin Mining Corporation (LUN $32.42)
  • $32.42 Cap: $27.70B
  • View LUN Profile
  • View Questions on LUN
• TFI International Inc. (TFII $138.17)
  • $138.17 P/E (TTM): 35.65X Cap: $11.35B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• Galaxy Digital Inc. Class A common stock (GLXY $29.65)
  • $29.65 Cap: $11.58B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?

Upvote 11

Read Answer Asked by Gary on November 21, 2025

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.04)
  • $164.04 P/E (TTM): 20.38X Cap: $6.04B
  • View ENS Profile
  • View Questions on ENS
• Eagle Materials Inc (EXP $183.55)
  • $183.55 P/E (TTM): 14.27X Cap: $5.76B
  • View EXP Profile
  • View Questions on EXP
• nVent Electric plc (NVT $120.27)
  • $120.27 P/E (TTM): 16.43X Cap: $19.45B
  • View NVT Profile
  • View Questions on NVT
• Cellebrite DI Ltd. (CLBT $14.58)
  • $14.58 Cap: $3.63B
  • View CLBT Profile
  • View Questions on CLBT

Q: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim

Upvote 23

Read Answer Asked by Timothy on November 18, 2025

• CECO Environmental Corp. (CECO $56.28)
  • $56.28 P/E (TTM): 43.24X Cap: $2B
  • View CECO Profile
  • View Questions on CECO

Q: Is this a good time to start a position in ceco?

Upvote 4

Read Answer Asked by Gary on November 14, 2025