Investment Q&A

Q: Hello Team 5i and Everyone!

May I have your take on Rubrik's earnings today please? (RBRK)

Thank you,

Sandra

Q: will Trilliant Technologies (may do an IPO) be a major competitor to GRID ? who else are competitors to GRID thanks Richard

Q: Peter; Can you update your thoughts on HAI after they reported
today? Thanks,
Rod

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

Q: Which of Dol or Shop do you think offer the best return over the next 3 to 5 years?

Q: ZDC has been drifting lower the past month. Is the fact they raised money a contributing factor? Is the story still solid for the future? What do you see for ZDC over the next 6-12 months? Is this an opportunity to fill out a position?

Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?

Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?

Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J

Q: Your evaluation of PNP 4Q and 2025 results. They changed quite a few holdings this year and bought some really beat up software companies.. Your guess as to its outlook for 2026.

Q: Thoughts on the quarter?

Q: Hello, can you comment on these drone makers? I know DPRO is very small but is Canadian. Otherwise, between KTOS and AVAV, what would be your pick today and why? Thanks.

Q: With good management in place it looks like it has good potential in the pharmacy space. It is small but seems ready to acquire more stores and grow. Your thoughts please.

Q: Hi There! Given the huge deployment of drones in Iran, what are some other Drone Mfg. Stocks? Also, why are all Memory stocks like MU dropping today?

Thanks so much for the excellent service!

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: I have the following investments and I am wondering which ones would be good for long term investments? I am 30 years old. This is for my TFSA. I would be okay with USA and Canadian investments for medium to high risk.

Q: Opinion on grid

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Q: Hi,
In an earlier question today you responded being OK selling GRID and replacing with ELVA. Would you please give a brief reason why?
Would you still be OK switching even if selling GRID would result in a capital gain? (Note: the gain would be offset by previous year losses)
Thanks