Q: its been in a nice uptrend. thoughts on whats driving it?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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AeroVironment Inc. (AVAV $195.91)
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Kraken Robotics Inc. (PNG $8.23)
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Kratos Defense & Security Solutions Inc. (KTOS $75.86)
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Ondas Inc (ONDS $9.44)
Q: CNBC The drone market is about to go parabolic because of AI and war. How to play it.
Which 2 should I buy?
Thank you.
Which 2 should I buy?
Thank you.
Q: I have heard that Cormark has lowered their target from C $51 to C $ 46 because even though MDA doesn't deal with Artemis Gateway, they were supposed to build Canadarm-3 for the Artemis Gateway a contract worth $1B and I guess, that is out the door.
Is this true and the reason for another drop today?
Is this true and the reason for another drop today?
Q: Hi 5i,
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter
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BMO Covered Call Canadian Banks ETF (ZWB $24.86)
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Hamilton Enhanced Canadian Bank ETF (HCAL $36.10)
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Kits Eyecare Ltd. (KITS $14.53)
Q: Could you please give me your insight for KITS, along with your 1,3and 5 year outlook. As for ZWB and HCAL which one do you prefer today and the reason why.
Thank you
Thank you
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Lumentum Holdings Inc. (LITE $688.80)
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Teradyne Inc. (TER $297.34)
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AXT Inc (AXTI $58.51)
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Tower Semiconductor Ltd. (TSEM $174.68)
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Ciena Corporation (CIEN $387.99)
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Coherent Corp. (COHR $243.29)
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Viavi Solutions Inc. (VIAV $34.44)
Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave
Q: Hello 5i
Could I have your assessment of Viavi please?
Also how would you rate them against their peers?
Thank you
Dave
Could I have your assessment of Viavi please?
Also how would you rate them against their peers?
Thank you
Dave
Q: Any rationale for the recent sharp moves lower with CELH?
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Savaria Corporation (SIS $25.89)
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5N Plus Inc. (VNP $33.15)
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TerraVest Industries Inc. (TVK $138.98)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.75)
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Kraken Robotics Inc. (PNG $8.23)
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Zedcor Inc. (ZDC $5.07)
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Tantalus Systems Holding Inc. (GRID $4.53)
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MDA Space Ltd. (MDA $36.95)
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Electrovaya Inc. (ELVA $10.18)
Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen
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Celestica Inc. (CLS $378.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.95)
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Kraken Robotics Inc. (PNG $8.23)
Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.
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Alphabet Inc. (GOOG $280.74)
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Intuitive Surgical Inc. (ISRG $468.55)
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Eli Lilly and Company (LLY $897.00)
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Teradyne Inc. (TER $297.34)
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Nebius Group N.V. (NBIS $105.97)
Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?
Thanks
Tim
Thanks
Tim
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Teradyne Inc. (TER $297.34)
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RTX Corporation (RTX $192.85)
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Tantalus Systems Holding Inc. (GRID $4.53)
Q: Could you let me know which stock has the most growth going forward i.e. TER, GRID, RTX? Volatility/risk is not an issue.
Thank you for your service!
Thank you for your service!
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Constellation Software Inc. (CSU $2,386.76)
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Celestica Inc. (CLS $378.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.95)
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Firan Technology Group Corporation (FTG $17.07)
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TerraVest Industries Inc. (TVK $138.98)
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Kraken Robotics Inc. (PNG $8.23)
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Kratos Defense & Security Solutions Inc. (KTOS $75.86)
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Strategy Inc (MSTR $132.93)
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BWX Technologies Inc. (BWXT $205.09)
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Palantir Technologies Inc. (PLTR $147.56)
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Robinhood Markets Inc. (HOOD $70.35)
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Rocket Lab Corporation (RKLB $65.94)
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Red Cat Holdings Inc. (RCAT $14.00)
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Galaxy Digital Inc. (GLXY $19.61)
Q: Hi team,
On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.
Which stocks, in order, would be in your list of multi baggers now ?
Would you consider to update that list every 3 months ?
Gratefully,
Jacques IDS
On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.
Which stocks, in order, would be in your list of multi baggers now ?
Would you consider to update that list every 3 months ?
Gratefully,
Jacques IDS
Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?
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Celestica Inc. (CLS $378.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.95)
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Kraken Robotics Inc. (PNG $8.23)
Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold
Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.
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Adobe Inc. (ADBE $240.88)
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Oracle Corporation (ORCL $142.81)
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ServiceNow Inc. (NOW $103.64)
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Vitalhub Corp. (VHI $6.98)
Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.
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Gildan Activewear Inc. (GIL $76.96)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.19)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $73.72)
Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.