Investment Q&A

• United Rentals Inc. (URI $801.13)
  • $801.13 P/E (TTM): 21.48X Cap: $51.89B
  • View URI Profile
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• GATX Corporation (GATX $152.37)
  • $152.37 P/E (TTM): 18.31X Cap: $5.45B
  • View GATX Profile
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• Murphy USA Inc. (MUSA $356.16)
  • $356.16 P/E (TTM): 15.06X Cap: $6.71B
  • View MUSA Profile
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• SPX Technologies Inc. (SPXC $205.66)
  • $205.66 P/E (TTM): 45.18X Cap: $11.03B
  • View SPXC Profile
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• The Ensign Group Inc. (ENSG $176.90)
  • $176.90 P/E (TTM): 32.23X Cap: $10.28B
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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 $801.13)
  • $801.13 P/E (TTM): 21.48X Cap: $51.89B
  • View URI Profile
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• AAON Inc. (AAON $89.73)
  • $89.73 P/E (TTM): 77.08X Cap: $8.32B
  • View AAON Profile
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• Coca-Cola Consolidated Inc. (COKE $160.04)
  • $160.04 P/E (TTM): 5.76X Cap: $13.63B
  • View COKE Profile
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• GATX Corporation (GATX $152.37)
  • $152.37 P/E (TTM): 18.31X Cap: $5.45B
  • View GATX Profile
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• Murphy USA Inc. (MUSA $356.16)
  • $356.16 P/E (TTM): 15.06X Cap: $6.71B
  • View MUSA Profile
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• Construction Partners Inc. (ROAD $103.00)
  • $103.00 P/E (TTM): 78.54X Cap: $5.85B
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• SPX Technologies Inc. (SPXC $205.66)
  • $205.66 P/E (TTM): 45.18X Cap: $11.03B
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• Tetra Tech Inc. (TTEK $35.36)
  • $35.36 P/E (TTM): 45.26X Cap: $9.51B
  • View TTEK Profile
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• The Ensign Group Inc. (ENSG $176.90)
  • $176.90 P/E (TTM): 32.23X Cap: $10.28B
  • View ENSG Profile
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• ExlService Holdings Inc. (EXLS $38.58)
  • $38.58 P/E (TTM): 27.01X Cap: $6.27B
  • View EXLS Profile
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• Robinhood Markets Inc. (HOOD $112.75)
  • $112.75 P/E (TTM): 51.04X Cap: $104.27B
  • View HOOD Profile
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• Skyward Specialty Insurance Group Inc. (SKWD $48.68)
  • $48.68 P/E (TTM): 14.45X Cap: $2B
  • View SKWD Profile
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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
  • View CURA Profile
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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 $281.62)
  • $281.62 P/E (TTM): 27.34X Cap: $3.43T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $493.65)
  • $493.65 P/E (TTM): 36.29X Cap: $3.77T
  • View MSFT Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $192.52)
  • $192.52 P/E (TTM): 82.14X Cap: $256.20B
  • View SHOP Profile
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  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $5.06)
  • $5.06 P/E (TTM): 86.0X Cap: $1.58B
  • View PNG Profile
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• Cellebrite DI Ltd. (CLBT $18.04)
  • $18.04 Cap: $4.35B
  • View CLBT Profile
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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 $281.62)
  • $281.62 P/E (TTM): 27.34X Cap: $3.43T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $180.99)
  • $180.99 P/E (TTM): 54.18X Cap: $4.53T
  • View NVDA Profile
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• United Rentals Inc. (URI $801.13)
  • $801.13 P/E (TTM): 21.48X Cap: $51.89B
  • View URI Profile
  • View Questions on URI
• Celestica Inc. (CLS $420.68)
  • $420.68 P/E (TTM): 51.47X Cap: $49.97B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $192.52)
  • $192.52 P/E (TTM): 82.14X Cap: $256.20B
  • View SHOP Profile
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  • View Reports on SHOP
• Kraken Robotics Inc. (PNG $5.06)
  • $5.06 P/E (TTM): 86.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
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• Axon Enterprise Inc. (AXON $540.48)
  • $540.48 P/E (TTM): 175.77X Cap: $42.86B
  • View AXON Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $59.08)
  • $59.08 P/E (TTM): 102.46X Cap: $135.16B
  • View BN Profile
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• Lumine Group Inc. (LMN $23.66)
  • $23.66 P/E (TTM): 91.51X Cap: $5.89B
  • View LMN Profile
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• Nebius Group N.V. (NBIS $82.88)
  • $82.88 Cap: $20.47B
  • View NBIS Profile
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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

• Tempus AI Inc. (TEM $64.35)
  • $64.35 Cap: $11.81B
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• Rigetti Computing Inc. (RGTI $24.59)
  • $24.59 Cap: $8.14B
  • View RGTI Profile
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Q: Thoughts on earnings and guidance for Tempus and Rigetti ? Thank you.

Upvote 2

Read Answer Asked by Paul on August 13, 2025

• Celestica Inc. (CLS $420.68)
  • $420.68 P/E (TTM): 51.47X Cap: $49.97B
  • View CLS Profile
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• goeasy Ltd. (GSY $119.42)
  • $119.42 P/E (TTM): 8.95X Cap: $1.92B
  • View GSY Profile
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• kneat.com inc. (KSI $4.05)
  • $4.05 Cap: $387M
  • View KSI Profile
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• Vitalhub Corp. (VHI $8.89)
  • $8.89 P/E (TTM): 179.41X Cap: $558M
  • View VHI Profile
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• Kratos Defense & Security Solutions Inc. (KTOS $68.17)
  • $68.17 P/E (TTM): 557.31X Cap: $11.85B
  • View KTOS Profile
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• Vertiv Holdings LLC Class A (VRT $158.75)
  • $158.75 P/E (TTM): 64.52X Cap: $63.63B
  • View VRT Profile
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• Palantir Technologies Inc. (PLTR $166.15)
  • $166.15 P/E (TTM): 580.03X Cap: $408.16B
  • View PLTR Profile
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• Applovin Corporation (APP $523.97)
  • $523.97 P/E (TTM): 67.76X Cap: $182.24B
  • View APP Profile
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• Coinbase Global Inc (COIN $263.20)
  • $263.20 P/E (TTM): 24.57X Cap: $71.17B
  • View COIN Profile
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• Robinhood Markets Inc. (HOOD $112.75)
  • $112.75 P/E (TTM): 51.04X Cap: $104.27B
  • View HOOD Profile
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• IonQ Inc. (IONQ $48.30)
  • $48.30 Cap: $16.93B
  • View IONQ Profile
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• Propel Holdings Inc. (PRL $20.53)
  • $20.53 P/E (TTM): 9.88X Cap: $812M
  • View PRL Profile
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  • View Reports on PRL
• Nebius Group N.V. (NBIS $82.88)
  • $82.88 Cap: $20.47B
  • View NBIS Profile
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• SoundHound AI Inc. (SOUN $10.99)
  • $10.99 Cap: $4.80B
  • View SOUN Profile
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• Rocket Lab Corporation (RKLB $41.40)
  • $41.40 Cap: $24.32B
  • View RKLB Profile
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Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry

Upvote 31

Read Answer Asked by Terry on August 12, 2025

• TerraVest Industries Inc. (TVK $119.10)
  • $119.10 Cap: $2.60B
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• Kraken Robotics Inc. (PNG $5.06)
  • $5.06 P/E (TTM): 86.0X Cap: $1.58B
  • View PNG Profile
  • View Questions on PNG
  • View Reports on PNG
• Zedcor Inc. (ZDC $5.83)
  • $5.83 P/E (TTM): 445.71X Cap: $633M
  • View ZDC Profile
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• CrowdStrike Holdings Inc. (CRWD $513.38)
  • $513.38 Cap: $132.95B
  • View CRWD Profile
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• Snowflake Inc. (SNOW $248.73)
  • $248.73 Cap: $85.64B
  • View SNOW Profile
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Q: The above companies are widely followed here and are all reporting results between now and the end of the month. If you were to use results reactions as a "trading opportunity" which of those, if any, would you buy prior to their respective announcement.
Thanks,
Terry

Upvote 14

Read Answer Asked by Terry on August 12, 2025

• United Rentals Inc. (URI $801.13)
  • $801.13 P/E (TTM): 21.48X Cap: $51.89B
  • View URI Profile
  • View Questions on URI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $192.52)
  • $192.52 P/E (TTM): 82.14X Cap: $256.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares Russell 2000 Growth ETF (IWO $303.52)
  • $303.52 P/E (TTM): 22.39X Cap: $12.35B
  • View IWO Profile
  • View Questions on IWO
• Brookfield Corporation Class A Limited Voting Shares (BN $59.08)
  • $59.08 P/E (TTM): 102.46X Cap: $135.16B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $82.88)
  • $82.88 Cap: $20.47B
  • View NBIS Profile
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Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Upvote 24

Read Answer Asked by Judith on August 12, 2025

• SharpLink Gaming Inc. (SBET $10.40)
  • $10.40 Cap: $2.02B
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• BitMine Immersion Technologies Inc. (BMNR $30.98)
  • $30.98 Cap: $8.81B
  • View BMNR Profile
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Q: Hello
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.

Upvote 1

Read Answer Asked by umedali on August 12, 2025

• IDEXX Laboratories Inc. (IDXX $672.62)
  • $672.62 P/E (TTM): 57.45X Cap: $53.42B
  • View IDXX Profile
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Q: I bought half a position in IDEXX about a month ago, they recently had about a 25% pop after their results. Would you be comfortable for me adding to my position here?

Upvote 1

Read Answer Asked by Andrew on August 11, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $192.52)
  • $192.52 P/E (TTM): 82.14X Cap: $256.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: So, with the blockbuster results and a strong guidance this morning, SHOP stock is flirting with the $222 high recorded on Nov 19, 2021, during the day's trading.
Amazing !!!

What would you do with the stock, if you own a decent position ( 6-7% : similar to 5i portfolios, after today's 20% jump) from a Technical, Fundamental and Portfolio management perspective ?

Thank You

Upvote 8

Read Answer Asked by rajeev on August 11, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.81)
  • $34.81 Cap: $13.73B
  • View GLXY Profile
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• Galaxy Digital Inc. (GLXY $24.65)
  • $24.65 Cap: $9.77B
  • View GLXY Profile
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Q: Crypto is up and the market is strong yet this one has performed poorly since they executed that big bitcoin sale. Am I being impatient or is there a reason to sell and move onto something that is performing better right now? I realize that the stock is up huge on the year - unfortunately I bought after the gain and am now a bag holder (down 13%). Thanks,

Jason

Upvote 8

Read Answer Asked by Jason on August 08, 2025

• Microsoft Corporation (MSFT $493.65)
  • $493.65 P/E (TTM): 36.29X Cap: $3.77T
  • View MSFT Profile
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• Advanced Micro Devices Inc. (AMD $226.39)
  • $226.39 P/E (TTM): 122.67X Cap: $391.57B
  • View AMD Profile
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• Nebius Group N.V. (NBIS $82.88)
  • $82.88 Cap: $20.47B
  • View NBIS Profile
  • View Questions on NBIS
• CoreWeave Inc. (CRWV $71.81)
  • $71.81 Cap: $37.53B
  • View CRWV Profile
  • View Questions on CRWV

Q: Hi,
I'd love to hear your thoughts on how you think CRWV will fair on next weeks earnings. A lot of analysts seem to have it on 'hold' and I'm not sure that's just due to earnings being close, or lack of confidence in the stock.
Many thanks for all you're insight!

Upvote 3

Read Answer Asked by Dawn on August 08, 2025

• Celestica Inc. (CLS $420.68)
  • $420.68 P/E (TTM): 51.47X Cap: $49.97B
  • View CLS Profile
  • View Questions on CLS
• Zedcor Inc. (ZDC $5.83)
  • $5.83 P/E (TTM): 445.71X Cap: $633M
  • View ZDC Profile
  • View Questions on ZDC
• Propel Holdings Inc. (PRL $20.53)
  • $20.53 P/E (TTM): 9.88X Cap: $812M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Is tyhere an archive for your best stock ideas. I knoe CLS was there last month not sure what else.


Thx

Upvote 5

Read Answer Asked by blake on August 08, 2025

• Wayfair Inc. Class A (W $94.79)
  • $94.79 Cap: $12.97B
  • View W Profile
  • View Questions on W

Q: I have bought goods from Wayfair a few times and was impressed with their pricing, customer service and quality. It was $300 dollars plus in Mat of 2021 and would love your analysis and thoughts of where this retailer is heading?
Is it worth buying?
Thanx Gary

Upvote 1

Read Answer Asked by Gary on August 08, 2025

• Marvell Technology Inc. (MRVL $79.84)
  • $79.84 Cap: $71.94B
  • View MRVL Profile
  • View Questions on MRVL

Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.

Upvote 1

Read Answer Asked by Theodore on August 07, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.81)
  • $34.81 Cap: $13.73B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Hi 5i, thoughts on their quarterly earnings release and fwd guidance, and is it still a fav? Thx.

Upvote 9

Read Answer Asked by Christopher on August 06, 2025

• Lara Exploration Ltd. (LRA $2.55)
  • $2.55 Cap: $128M
  • View LRA Profile
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• Ucore Rare Metals Inc. (UCU $6.66)
  • $6.66 Cap: $670M
  • View UCU Profile
  • View Questions on UCU
• NXT Energy Solutions Inc. (SFD $0.30)
  • $0.30 Cap: $38M
  • View SFD Profile
  • View Questions on SFD
• Geodrill Limited Ordinary Shares (GEO $3.77)
  • $3.77 P/E (TTM): 10.11X Cap: $182M
  • View GEO Profile
  • View Questions on GEO
• Valeura Energy Inc. (VLE $7.26)
  • $7.26 P/E (TTM): 2.48X Cap: $741M
  • View VLE Profile
  • View Questions on VLE
• Black Mammoth Metals Corporation (BMM $4.17)
  • $4.17 Cap: $166M
  • View BMM Profile
  • View Questions on BMM
• Nicola Mining Inc. (NIM $0.85)
  • $0.85 Cap: $182M
  • View NIM Profile
  • View Questions on NIM
• District Metals Corp. (DMX $1.00)
  • $1.00 Cap: $193M
  • View DMX Profile
  • View Questions on DMX
• BuildDirect.Com Technologies Inc. (BILD $2.11)
  • $2.11 Cap: $101M
  • View BILD Profile
  • View Questions on BILD
• CoTec Holdings Corp. (CTH $1.46)
  • $1.46 Cap: $141M
  • View CTH Profile
  • View Questions on CTH

Q: I am looking at some of these small caps to place a small position in with "fun money" any you like? any you would stay away from?
Thanks

Upvote 1

Read Answer Asked by Dale on August 05, 2025