Investment Q&A

Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?

Q: I have been holding KSI for months, and it has been trading sideways to down since my initial purchase. I have read through summaries of its last several quarterly reports, going back to Q1 2024, and it seems that the high-profile metrics (revenue, gross profit, EBITDA) are all consistently improving and trending in the right direction. Operating expenses increased in the most recent quarter, but it is my understanding that they did so because the company increased investments in R&D, along with sales and marketing.

In short, it seems to me that the company is making progress where it counts, and making moves to position it for further improvement. The market seems to be unhappy with the company. I am looking to increase my exposure to KSI, but I can't decide if my interpretation of results is accurate or wishful thinking. I only have about a 1% exposure to KSI, so doubling it (roughly what I would be putting into the investment) is not going to be a game-changer for me. Any thoughts here on whether I should add now, wait until further consolidation in price, or simply move onto another idea? As always, I appreciate what 5i provides, and I have referred many people to your service. It is worth the investment.

Q: You last commented on DBO a year and a half ago. What are your thoughts now as the company seems to have some momentum?

Q: Can I ask your thoughts on TSHA? Clinical-stage biotech. Curious about current valuation compared to peers, outlook, path to sales and profitability.

Q: Well announced that WellStar a major subsidiary is targeting a public listing in 2026. How will this affect Well growth going forward. How will they differ going forward

Q: I receive DKAM quarterly newsletter. These 5 stocks (MDA,PRL,VHI, ZDC and E) they are high on for various reasons for 2026. If you agree, which ones should I add to my TFSA and why?
Thank you,
James

Q: I have a position in Akita Drilling. It has done really well and it is paying down debt. What would be a catalyst for the stock to capture more interest? Would you add to it at this price level? Do you think I should switch to another small cap in energy?

Q: Hello - your thoughts on this company? (I know nothing about their technology).

Q: What are your thoughts on the viability of this company?

Q: This stock seems to be halted on the TSX but now seems to be listed in the U.S. under the symbol MENXF. Would appreciate any information that is available from your sources. Thanks, Brian

Q: I came across SMX stock. It shows 52 week from 3 to 66k. Is this worth investing. Can you please give your opinion.

Thanks for the excellent service

Q: CATX I couldn't find this in your database and would love your analysis of this small cap American company in Seattle?
Thanx as usual
Gary

Q: I am a conservative dividend investor. However I have about 3% of my investments in high risk high reward stocks all in a TFSA account. I have made adjustments to this account and am thinking of adding one or all of the listed stocks. Propel, Kneat, Lumine and 5N Plus. In what order would you purchase the 4 listed stocks and do you have any recommendations that you would purchase before these 4 for a high risk reward account.

Wayne

Q: What order would you buy today based on current prices?

Q: Thank you for recommending GENI. Today it move up 12% plus. Is there any reason for high move and volume also higher.

Srad also move up 5%. Which one would you recommend that I add more.

Thanks for the great service.

Q: What is 5i’s opinion on this company. I’m underwater. Should I unload. It seems to go nowhere, a bit like the Pittsburgh Steelers recently.
Thanks for your advice.

Q: Please give us your analysis and best guess as to the success and effect of the PC bank takeover by EQB on EQB’s share price in the future.

Thanks

Sheldon

Q: I'm into some speculative mining and resource picks. I have high risk tolerance. Do any of these names stand out to you as attractive?

Q: What is your opinion of this stock? Is it a buy here?
Thanks. Cheers

Q: This company is just on the verge of revenue positive marking a strong step in their growth. On top of that, they've just hit the first step of proving out the H2 feasibility of their solution - is this a good time to buy in to the company w/ a small position?

It has a long way to go but since each H2 project is tied to a contracted volume this limits risks so long as execution doesn't get in the way.

Any thoughts on this company?