Investment Q&A

• Fortinet Inc. (FTNT $78.86)
  • $78.86 P/E (TTM): 32.12X Cap: $58.64B
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• Palo Alto Networks Inc. (PANW $182.90)
  • $182.90 P/E (TTM): 115.31X Cap: $127.48B
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• Check Point Software Technologies Ltd. (CHKP $187.08)
  • $187.08 Cap: $20.27B
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• Zscaler Inc. (ZS $275.01)
  • $275.01 Cap: $43.53B
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• CrowdStrike Holdings Inc. (CRWD $490.67)
  • $490.67 Cap: $123.13B
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Q: I have a question about 2514 Greetings:

It has been a long time since a question has been asked about CHKP. I own 500 shares and it has fallen significantly. After reviewing previous questions I would say that your present picks would be PANW and Fortinet. Why is cybersecurity in such a slump? What is the one year outlook for CHKP? Should I switch to PANW?


Thanks,

BEN.

Upvote 6

Read Answer Asked by BEN on August 19, 2025

• TerraVest Industries Inc. (TVK $120.24)
  • $120.24 Cap: $2.60B
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• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 428.57X Cap: $618M
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• Constellation Energy Corporation (CEG $338.11)
  • $338.11 P/E (TTM): 39.61X Cap: $105.58B
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Q: Please rank in order for growth, long term hold? A risk rating for each. 10 being the riskiest. Thank you

Upvote 9

Read Answer Asked by Nick on August 19, 2025

• Propel Holdings Inc. (PRL $21.39)
  • $21.39 P/E (TTM): 9.12X Cap: $841M
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Q: Hi 5i team,

I'm confused about PRL's dividend sustainability due to negative free cash flow (−$57M in 2024 and −$3.7M in Q2 2025) and high leverage (112% D/E). Your March 2024 report assigned a B+ rating and positive outlook might be because of strong revenue growth (38.68%) and high ROI (30.33%), but didn’t address these cash flow issues. What am I missing? Is there something in their business model or cash flow timing that supports dividend sustainability?

Best,
Matt

Upvote 8

Read Answer Asked by Matt on August 19, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
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• Celestica Inc. (CLS $280.06)
  • $280.06 P/E (TTM): 47.09X Cap: $32.24B
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• Galaxy Digital Inc. Class A common stock (GLXY $32.99)
  • $32.99 Cap: $12.88B
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• BlackSky Technology Inc. Class A (BKSY $15.33)
  • $15.33 Cap: $547M
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• Nebius Group N.V. (NBIS $83.26)
  • $83.26 Cap: $19.82B
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Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?

Upvote 27

Read Answer Asked by Chris on August 19, 2025

• DeFi Technologies Inc. (DEFI)
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Q: Thoughts on DEFI Q2 earnings and raised guidance and is this a good entry point?

Upvote 3

Read Answer Asked by Tony on August 18, 2025

• Bird Construction Inc. (BDT $25.04)
  • $25.04 P/E (TTM): 14.86X Cap: $1.38B
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Q: Your thoughts on recent earnings and prospects going forward given Canada's infrastructure plans.

Upvote 4

Read Answer Asked by Theodore on August 18, 2025

• Propel Holdings Inc. (PRL $21.39)
  • $21.39 P/E (TTM): 9.12X Cap: $841M
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Q: Good Day team:How did PRL get ranked along with LMN so far down the line for today. I Recently paid 35.50 for PRL based on 5i's high regard for this name. Should I dump it .Looks like it could be headed for it's 52 week low.Your thoughts please .Larry

Upvote 14

Read Answer Asked by Larry on August 18, 2025

• 5N Plus Inc. (VNP $18.40)
  • $18.40 P/E (TTM): 27.45X Cap: $1.63B
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Q: In January you noted:

We are mixed here. We don't like the leverage and the sector may still be weak under Trump policies (solar).

What's changed since then that made you come around to it and add it to your growth portfolio in July?

Upvote 6

Read Answer Asked by Adam on August 18, 2025

• Celestica Inc. (CLS $394.99)
  • $394.99 P/E (TTM): 47.09X Cap: $45.43B
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• Kraken Robotics Inc. (PNG $5.36)
  • $5.36 P/E (TTM): 86.83X Cap: $1.64B
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• Zedcor Inc. (ZDC $5.86)
  • $5.86 P/E (TTM): 428.57X Cap: $618M
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• Vitalhub Corp. (VHI $8.92)
  • $8.92 P/E (TTM): 173.33X Cap: $563M
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• Topicus.com Inc. (TOI $127.60)
  • $127.60 P/E (TTM): 1064.16X Cap: $10.55B
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• BlackSky Technology Inc. Class A (BKSY $15.33)
  • $15.33 Cap: $547M
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• Propel Holdings Inc. (PRL $21.39)
  • $21.39 P/E (TTM): 9.12X Cap: $841M
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• Lumine Group Inc. (LMN $26.96)
  • $26.96 P/E (TTM): 95.94X Cap: $6.91B
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• Nebius Group N.V. (NBIS $83.26)
  • $83.26 Cap: $19.82B
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Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Upvote 50

Read Answer Asked by Ben on August 18, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $32.99)
  • $32.99 Cap: $12.88B
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Q: Markets dont seem to like the news out today, thoughts?

Upvote 5

Read Answer Asked by Charles on August 15, 2025

• Zoomd Technologies Ltd. (ZOMD $1.85)
  • $1.85 P/E (TTM): 7.71X Cap: $186M
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Q: Please comment on the 2nd q numbers. Thanks.

Upvote 1

Read Answer Asked by Murray on August 15, 2025

• 5N Plus Inc. (VNP $18.40)
  • $18.40 P/E (TTM): 27.45X Cap: $1.63B
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• MDA Space Ltd. (MDA $22.74)
  • $22.74 P/E (TTM): 26.94X Cap: $2.87B
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• AST SpaceMobile Inc. (ASTS $51.37)
  • $51.37 Cap: $18.85B
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Q: Hi,

Curious if which of these companies you like based on potential risk/rewards - or if there is another similar company that you prefer?

Thanks.

Upvote 10

Read Answer Asked by Evan on August 15, 2025

Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton

Upvote 12

Read Answer Asked by Clayton on August 15, 2025

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.63X Cap: $3.61T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 51.46X Cap: $4.34T
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• United Rentals Inc. (URI $800.00)
  • $800.00 P/E (TTM): 19.84X Cap: $51.47B
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• Sportradar Group AG (SRAD $21.65)
  • $21.65 Cap: $6.48B
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• Nebius Group N.V. (NBIS $83.26)
  • $83.26 Cap: $19.82B
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Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Upvote 27

Read Answer Asked by Neil on August 15, 2025

• United Rentals Inc. (URI $800.00)
  • $800.00 P/E (TTM): 19.84X Cap: $51.47B
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• GATX Corporation (GATX $157.01)
  • $157.01 P/E (TTM): 17.93X Cap: $5.45B
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• Murphy USA Inc. (MUSA $381.83)
  • $381.83 P/E (TTM): 16.09X Cap: $6.71B
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• SPX Technologies Inc. (SPXC $204.57)
  • $204.57 P/E (TTM): 42.59X Cap: $10.18B
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• The Ensign Group Inc. (ENSG $184.99)
  • $184.99 P/E (TTM): 32.49X Cap: $10.71B
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Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Upvote 12

Read Answer Asked by Chris on August 13, 2025

• United Rentals Inc. (URI $800.00)
  • $800.00 P/E (TTM): 19.84X Cap: $51.47B
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• AAON Inc. (AAON $91.52)
  • $91.52 P/E (TTM): 73.08X Cap: $7.50B
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• Coca-Cola Consolidated Inc. (COKE $161.51)
  • $161.51 P/E (TTM): 23.26X Cap: $13.80B
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• GATX Corporation (GATX $157.01)
  • $157.01 P/E (TTM): 17.93X Cap: $5.45B
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• Murphy USA Inc. (MUSA $381.83)
  • $381.83 P/E (TTM): 16.09X Cap: $6.71B
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• Construction Partners Inc. (ROAD $101.16)
  • $101.16 P/E (TTM): 73.85X Cap: $5.67B
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• SPX Technologies Inc. (SPXC $204.57)
  • $204.57 P/E (TTM): 42.59X Cap: $10.18B
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• Tetra Tech Inc. (TTEK $33.05)
  • $33.05 P/E (TTM): 43.99X Cap: $8.61B
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• The Ensign Group Inc. (ENSG $184.99)
  • $184.99 P/E (TTM): 32.49X Cap: $10.71B
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• ExlService Holdings Inc. (EXLS $39.39)
  • $39.39 P/E (TTM): 26.33X Cap: $6.17B
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• Robinhood Markets Inc. (HOOD $107.30)
  • $107.30 P/E (TTM): 44.25X Cap: $96.48B
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• Skyward Specialty Insurance Group Inc. (SKWD $47.50)
  • $47.50 P/E (TTM): 13.83X Cap: $1.90B
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Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Upvote 13

Read Answer Asked by Keith on August 13, 2025

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
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Q: What are your thoughts on CURA based on their last quarterly results?

Upvote 1

Read Answer Asked by Neeraj on August 13, 2025

Q: I'm sorry--in my question yesterday, I should have specified Canadian Growth stocks. Could you respond again with your top ten as of today?

Upvote 41

Read Answer Asked by Rick on August 13, 2025

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.63X Cap: $3.61T
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• Microsoft Corporation (MSFT $472.12)
  • $472.12 P/E (TTM): 34.03X Cap: $3.50T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
  • View SHOP Profile
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• Kraken Robotics Inc. (PNG $5.36)
  • $5.36 P/E (TTM): 86.83X Cap: $1.64B
  • View PNG Profile
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• Cellebrite DI Ltd. (CLBT $16.88)
  • $16.88 Cap: $4.04B
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Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.

Upvote 19

Read Answer Asked by Dennis on August 13, 2025

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.63X Cap: $3.61T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 51.46X Cap: $4.34T
  • View NVDA Profile
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• United Rentals Inc. (URI $800.00)
  • $800.00 P/E (TTM): 19.84X Cap: $51.47B
  • View URI Profile
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• Celestica Inc. (CLS $394.99)
  • $394.99 P/E (TTM): 47.09X Cap: $45.43B
  • View CLS Profile
  • View Questions on CLS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $208.28)
  • $208.28 P/E (TTM): 81.74X Cap: $271.02B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $5.36)
  • $5.36 P/E (TTM): 86.83X Cap: $1.64B
  • View PNG Profile
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• Axon Enterprise Inc. (AXON $521.99)
  • $521.99 P/E (TTM): 164.75X Cap: $41.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.00)
  • $63.00 P/E (TTM): 87.9X Cap: $141.45B
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• Lumine Group Inc. (LMN $26.96)
  • $26.96 P/E (TTM): 95.94X Cap: $6.91B
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• Nebius Group N.V. (NBIS $83.26)
  • $83.26 Cap: $19.82B
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Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?

Upvote 37

Read Answer Asked by Rick on August 13, 2025