Investment Q&A

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

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

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

Q: Any rationale for the recent sharp moves lower with CELH?

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

Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.

Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim

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!

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

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

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.

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.

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: Updated opinion please

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?