Investment Q&A

• Kraken Robotics Inc. (PNG $8.70)
  • $8.70 P/E (TTM): 131.67X Cap: $2.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• HIVE Digital Technologies Ltd. (HIVE $4.92)
  • $4.92 P/E (TTM): 26.15X Cap: $1.16B
  • View HIVE Profile
  • View Questions on HIVE
• Zedcor Inc. (ZDC $5.57)
  • $5.57 P/E (TTM): 390.0X Cap: $599M
  • View ZDC Profile
  • View Questions on ZDC
• Vitalhub Corp. (VHI $9.04)
  • $9.04 P/E (TTM): 178.63X Cap: $570M
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $37.22)
  • $37.22 Cap: $13.83B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Zoomd Technologies Ltd. (ZOMD $1.24)
  • $1.24 P/E (TTM): 5.47X Cap: $124M
  • View ZOMD Profile
  • View Questions on ZOMD
• VPN Technologies (VPN)
  • Cap: $5M
  • View VPN Profile
  • View Questions on VPN
• Tantalus Systems Holding Inc. (GRID $4.74)
  • $4.74 Cap: $250M
  • View GRID Profile
  • View Questions on GRID
• Sportradar Group AG (SRAD $20.00)
  • $20.00 Cap: $6.09B
  • View SRAD Profile
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• Telesat Corporation Common and Variable Voting Shares (TSAT $45.00)
  • $45.00 Cap: $1.76B
  • View TSAT Profile
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• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS

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 29

Read Answer Asked by Kevin on January 09, 2026

• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• WSP Global Inc. (WSP $266.85)
  • $266.85 P/E (TTM): 38.89X Cap: $34.73B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Stantec Inc. (STN $136.11)
  • $136.11 P/E (TTM): 32.19X Cap: $15.65B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• Thomson Reuters Corporation (TRI $175.56)
  • $175.56 P/E (TTM): 33.36X Cap: $79.56B
  • View TRI Profile
  • View Questions on TRI
• Kraken Robotics Inc. (PNG $8.70)
  • $8.70 P/E (TTM): 131.67X Cap: $2.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Parsons Corporation (PSN $69.18)
  • $69.18 P/E (TTM): 32.21X Cap: $7.36B
  • View PSN Profile
  • View Questions on PSN
• First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $156.56)
  • $156.56 P/E (TTM): 53.06X Cap: $5.33B
  • View GRID Profile
  • View Questions on GRID
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • 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 14

Read Answer Asked by Kel on January 06, 2026

• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Kratos Defense & Security Solutions Inc. (KTOS $119.72)
  • $119.72 P/E (TTM): 874.62X Cap: $20.21B
  • View KTOS Profile
  • View Questions on KTOS
• Cellebrite DI Ltd. (CLBT $18.00)
  • $18.00 Cap: $4.32B
  • View CLBT Profile
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• Sportradar Group AG (SRAD $20.00)
  • $20.00 Cap: $6.09B
  • View SRAD Profile
  • View Questions on SRAD
• Reddit Inc. Class A (RDDT $258.93)
  • $258.93 P/E (TTM): 39.83X Cap: $46.24B
  • View RDDT Profile
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• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
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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 $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • 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 $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Cellebrite DI Ltd. (CLBT $18.00)
  • $18.00 Cap: $4.32B
  • 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 $84.50)
  • $84.50 P/E (TTM): 68.3X Cap: $6.33B
  • View AAON Profile
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• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Goosehead Insurance Inc. (GSHD $71.53)
  • $71.53 P/E (TTM): 65.68X Cap: $2.74B
  • View GSHD Profile
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• Construction Partners Inc. (ROAD $115.54)
  • $115.54 P/E (TTM): 63.2X Cap: $6.53B
  • View ROAD Profile
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• Sanmina Corporation (SANM $167.21)
  • $167.21 P/E (TTM): 34.4X Cap: $8.36B
  • View SANM Profile
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• NewMarket Corp (NEU $710.84)
  • $710.84 P/E (TTM): 15.28X Cap: $6.79B
  • View NEU Profile
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• IES Holdings Inc. (IESC $432.19)
  • $432.19 P/E (TTM): 27.8X Cap: $8.58B
  • View IESC Profile
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• Hims & Hers Health Inc. Class A (HIMS $32.20)
  • $32.20 P/E (TTM): 40.11X Cap: $8.07B
  • View HIMS Profile
  • View Questions on HIMS
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • 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 $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • 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 $266.85)
  • $266.85 P/E (TTM): 38.89X Cap: $34.73B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Thomson Reuters Corporation (TRI $175.56)
  • $175.56 P/E (TTM): 33.36X Cap: $79.56B
  • View TRI Profile
  • View Questions on TRI
• Zedcor Inc. (ZDC $5.57)
  • $5.57 P/E (TTM): 390.0X Cap: $599M
  • View ZDC Profile
  • View Questions on ZDC
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Vertiv Holdings LLC Class A (VRT $172.72)
  • $172.72 P/E (TTM): 61.73X Cap: $66.03B
  • View VRT Profile
  • View Questions on VRT
• Tantalus Systems Holding Inc. (GRID $4.74)
  • $4.74 Cap: $250M
  • 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 $33.36)
  • $33.36 Cap: $28.90B
  • View LUN Profile
  • View Questions on LUN
• TFI International Inc. (TFII $154.90)
  • $154.90 P/E (TTM): 29.02X Cap: $12.78B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Galaxy Digital Inc. Class A common stock (GLXY $37.22)
  • $37.22 Cap: $13.83B
  • 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 $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Eagle Materials Inc (EXP $237.86)
  • $237.86 P/E (TTM): 17.73X Cap: $7.62B
  • View EXP Profile
  • View Questions on EXP
• nVent Electric plc (NVT $106.64)
  • $106.64 P/E (TTM): 57.54X Cap: $17.16B
  • View NVT Profile
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• Cellebrite DI Ltd. (CLBT $18.00)
  • $18.00 Cap: $4.32B
  • 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 $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • 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

• Meta Platforms Inc. (META $631.09)
  • $631.09 P/E (TTM): 28.92X Cap: $1.61T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $561.82)
  • $561.82 P/E (TTM): 77.44X Cap: $203.03B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $185.81)
  • $185.81 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,314.71)
  • $5,314.71 P/E (TTM): 35.78X Cap: $173.78B
  • View BKNG Profile
  • View Questions on BKNG
• JPMorgan Chase & Co. (JPM $310.90)
  • $310.90 P/E (TTM): 16.3X Cap: $883.34B
  • View JPM Profile
  • View Questions on JPM
• Oracle Corporation (ORCL $202.29)
  • $202.29 P/E (TTM): 45.95X Cap: $588.07B
  • View ORCL Profile
  • View Questions on ORCL
• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• Walmart Inc. (WMT $120.36)
  • $120.36 Cap: $940.24B
  • View WMT Profile
  • View Questions on WMT
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $194.08)
  • $194.08 P/E (TTM): 38.71X Cap: $259.90B
  • View RTX Profile
  • View Questions on RTX
• Coinbase Global Inc (COIN $252.69)
  • $252.69 P/E (TTM): 20.83X Cap: $65.51B
  • View COIN Profile
  • View Questions on COIN
• Robinhood Markets Inc. (HOOD $120.24)
  • $120.24 P/E (TTM): 48.03X Cap: $105.67B
  • View HOOD Profile
  • View Questions on HOOD
• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS
• Galaxy Digital Inc. (GLXY $26.82)
  • $26.82 Cap: $9.95B
  • View GLXY Profile
  • View Questions on GLXY

Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Upvote 9

Read Answer Asked by Adam on November 14, 2025

• Apple Inc. (AAPL $261.05)
  • $261.05 P/E (TTM): 34.77X Cap: $3.82T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $242.60)
  • $242.60 P/E (TTM): 34.94X Cap: $2.63T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $561.82)
  • $561.82 P/E (TTM): 77.44X Cap: $203.03B
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA $185.81)
  • $185.81 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,314.71)
  • $5,314.71 P/E (TTM): 35.78X Cap: $173.78B
  • View BKNG Profile
  • View Questions on BKNG
• Salesforce Inc. (CRM $241.06)
  • $241.06 P/E (TTM): 34.7X Cap: $243.05B
  • View CRM Profile
  • View Questions on CRM
• JPMorgan Chase & Co. (JPM $310.90)
  • $310.90 P/E (TTM): 16.3X Cap: $883.34B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,077.19)
  • $1,077.19 P/E (TTM): 52.03X Cap: $1.02T
  • View LLY Profile
  • View Questions on LLY
• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• Visa Inc. (V $327.88)
  • $327.88 P/E (TTM): 34.29X Cap: $660.90B
  • View V Profile
  • View Questions on V
• Toronto-Dominion Bank (The) (TD $130.41)
  • $130.41 P/E (TTM): 11.21X Cap: $223.04B
  • View TD Profile
  • View Questions on TD
• Enbridge Inc. (ENB $64.33)
  • $64.33 P/E (TTM): 24.3X Cap: $138.96B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Constellation Software Inc. (CSU $3,210.52)
  • $3,210.52 P/E (TTM): 76.32X Cap: $70.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $200.12)
  • $200.12 P/E (TTM): 42.32X Cap: $55.32B
  • View DOL Profile
  • View Questions on DOL
• WSP Global Inc. (WSP $266.85)
  • $266.85 P/E (TTM): 38.89X Cap: $34.73B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Celestica Inc. (CLS $455.59)
  • $455.59 P/E (TTM): 50.28X Cap: $52.40B
  • View CLS Profile
  • View Questions on CLS
• Thomson Reuters Corporation (TRI $175.56)
  • $175.56 P/E (TTM): 33.36X Cap: $79.56B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
  • $232.42 P/E (TTM): 144.9X Cap: $303.25B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Monolithic Power Systems Inc. (MPWR $983.28)
  • $983.28 P/E (TTM): 24.6X Cap: $46.33B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $37.22)
  • $37.22 Cap: $13.83B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• CrowdStrike Holdings Inc. (CRWD $468.02)
  • $468.02 Cap: $117.98B
  • View CRWD Profile
  • View Questions on CRWD
• Vertiv Holdings LLC Class A (VRT $172.72)
  • $172.72 P/E (TTM): 61.73X Cap: $66.03B
  • View VRT Profile
  • View Questions on VRT
• RTX Corporation (RTX $194.08)
  • $194.08 P/E (TTM): 38.71X Cap: $259.90B
  • View RTX Profile
  • View Questions on RTX
• Robinhood Markets Inc. (HOOD $120.24)
  • $120.24 P/E (TTM): 48.03X Cap: $105.67B
  • View HOOD Profile
  • View Questions on HOOD
• Brookfield Corporation Class A Limited Voting Shares (BN $65.64)
  • $65.64 P/E (TTM): 95.71X Cap: $147.38B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS
• Costco CDR (CAD Hedged) (COST $42.43)
  • $42.43 P/E (TTM): 50.79X Cap: $580.88B
  • View COST Profile
  • View Questions on COST

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Upvote 35

Read Answer Asked by Don on November 12, 2025

• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $185.81)
  • $185.81 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $455.59)
  • $455.59 P/E (TTM): 50.28X Cap: $52.40B
  • View CLS Profile
  • View Questions on CLS
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Galaxy Digital Inc. Class A common stock (GLXY $37.22)
  • $37.22 Cap: $13.83B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • View KRMN Profile
  • View Questions on KRMN

Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Upvote 47

Read Answer Asked by Jean on November 11, 2025

• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $561.82)
  • $561.82 P/E (TTM): 77.44X Cap: $203.03B
  • View ISRG Profile
  • View Questions on ISRG
• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Galaxy Digital Inc. (GLXY $26.82)
  • $26.82 Cap: $9.95B
  • View GLXY Profile
  • View Questions on GLXY

Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers

Upvote 15

Read Answer Asked by Kevin on November 03, 2025

• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
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• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• RTX Corporation (RTX $194.08)
  • $194.08 P/E (TTM): 38.71X Cap: $259.90B
  • View RTX Profile
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• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • View KRMN Profile
  • View Questions on KRMN

Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.

Upvote 33

Read Answer Asked by Edward on November 03, 2025

• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Genius Sports Limited (GENI $10.19)
  • $10.19 Cap: $2.45B
  • View GENI Profile
  • View Questions on GENI
• Cellebrite DI Ltd. (CLBT $18.00)
  • $18.00 Cap: $4.32B
  • View CLBT Profile
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• BlackSky Technology Inc. Class A (BKSY $25.61)
  • $25.61 Cap: $1.06B
  • View BKSY Profile
  • View Questions on BKSY
• Sportradar Group AG (SRAD $20.00)
  • $20.00 Cap: $6.09B
  • View SRAD Profile
  • View Questions on SRAD
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • View KRMN Profile
  • View Questions on KRMN
• Limbach Holdings Inc. (LMB $81.67)
  • $81.67 P/E (TTM): 25.92X Cap: $913M
  • View LMB Profile
  • View Questions on LMB

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Upvote 7

Read Answer Asked by Tim on November 03, 2025

• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• Monolithic Power Systems Inc. (MPWR $983.28)
  • $983.28 P/E (TTM): 24.6X Cap: $46.33B
  • View MPWR Profile
  • View Questions on MPWR
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• EnerSys (ENS $164.13)
  • $164.13 P/E (TTM): 18.51X Cap: $6.05B
  • View ENS Profile
  • View Questions on ENS
• Applovin Corporation (APP $668.63)
  • $668.63 P/E (TTM): 78.58X Cap: $225.96B
  • View APP Profile
  • View Questions on APP
• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $27.11)
  • $27.11 Cap: $1.62B
  • View OUST Profile
  • View Questions on OUST

Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you

Upvote 41

Read Answer Asked by Nick on November 03, 2025

• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO

Q: Thoughts on earnings? Overreaction here? Would you average down or what number would make you buy more?

Upvote 2

Read Answer Asked by Tim on October 28, 2025

• Amazon.com Inc. (AMZN $242.60)
  • $242.60 P/E (TTM): 34.94X Cap: $2.63T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $631.09)
  • $631.09 P/E (TTM): 28.92X Cap: $1.61T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $336.43)
  • $336.43 P/E (TTM): 32.49X Cap: $4T
  • View GOOG Profile
  • View Questions on GOOG
• United Rentals Inc. (URI $940.17)
  • $940.17 P/E (TTM): 24.18X Cap: $60.35B
  • View URI Profile
  • View Questions on URI
• Advanced Micro Devices Inc. (AMD $220.97)
  • $220.97 P/E (TTM): 100.98X Cap: $338.12B
  • View AMD Profile
  • View Questions on AMD
• Axon Enterprise Inc. (AXON $641.51)
  • $641.51 P/E (TTM): 200.28X Cap: $50.62B
  • View AXON Profile
  • View Questions on AXON
• CECO Environmental Corp. (CECO $64.17)
  • $64.17 P/E (TTM): 43.52X Cap: $2.27B
  • View CECO Profile
  • View Questions on CECO
• Eagle Materials Inc (EXP $237.86)
  • $237.86 P/E (TTM): 17.73X Cap: $7.62B
  • View EXP Profile
  • View Questions on EXP
• CrowdStrike Holdings Inc. (CRWD $468.02)
  • $468.02 Cap: $117.98B
  • View CRWD Profile
  • View Questions on CRWD
• Celsius Holdings Inc. (CELH $52.61)
  • $52.61 P/E (TTM): 480.91X Cap: $13.56B
  • View CELH Profile
  • View Questions on CELH
• Palantir Technologies Inc. (PLTR $178.96)
  • $178.96 P/E (TTM): 422.6X Cap: $426.53B
  • View PLTR Profile
  • View Questions on PLTR
• SoFi Technologies Inc. (SOFI $27.14)
  • $27.14 P/E (TTM): 48.93X Cap: $33.49B
  • View SOFI Profile
  • View Questions on SOFI
• Nebius Group N.V. (NBIS $105.43)
  • $105.43 Cap: $25.10B
  • View NBIS Profile
  • View Questions on NBIS
• Karman Holdings Inc. (KRMN $107.49)
  • $107.49 P/E (TTM): 1517.43X Cap: $14.22B
  • View KRMN Profile
  • View Questions on KRMN
• Ouster Inc. (OUST $27.11)
  • $27.11 Cap: $1.62B
  • View OUST Profile
  • View Questions on OUST

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Upvote 23

Read Answer Asked by Danielle on October 27, 2025