Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.
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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.
Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.
Can you please comment on earnings.
Sheldon
Can you please comment on earnings.
Sheldon
Q: NXDR Would love your analysis of this small cap U.S. Company!
Looks interesting with huge volume today. What is driving it today
Thanx as usual
Gary
Looks interesting with huge volume today. What is driving it today
Thanx as usual
Gary
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goeasy Ltd. (GSY $36.19)
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Firan Technology Group Corporation (FTG $18.25)
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TerraVest Industries Inc. (TVK $140.59)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.79)
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Kraken Robotics Inc. (PNG $9.65)
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Zedcor Inc. (ZDC $5.66)
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Vitalhub Corp. (VHI $7.95)
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Galaxy Digital Inc. Class A common stock (GLXY $32.14)
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Tantalus Systems Holding Inc. (GRID $4.46)
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Telesat Corporation Common and Variable Voting Shares (TSAT $58.15)
Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Q: Can you describe what Zedcore does and why it has performed so well. Is its product line unique or is there aggressive competition? Is there anything that really sets it apart from others? If not, then why has it been a go to stock over the past while? How would you rate it out of 10? Where do you see there stock price in 6 months?
Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx
Q: What can you tell me about this company? My brother clued me into this as a “hot tip” but I can’t find a lot of information about it.
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AAON Inc. (AAON $79.76)
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CECO Environmental Corp. (CECO $57.89)
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Goosehead Insurance Inc. (GSHD $45.55)
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Construction Partners Inc. (ROAD $116.54)
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Sanmina Corporation (SANM $123.95)
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NewMarket Corp (NEU $621.37)
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IES Holdings Inc. (IESC $447.63)
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Hims & Hers Health Inc. Class A (HIMS $24.47)
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Karman Holdings Inc. (KRMN $101.28)
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?
"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.
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
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Zedcor Inc. (ZDC $5.66)
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Vitalhub Corp. (VHI $7.95)
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ENI S.p.A. (E $53.74)
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MDA Space Ltd. (MDA $43.34)
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Propel Holdings Inc. (PRL $18.99)
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
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
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
Thanx as usual
Gary
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5N Plus Inc. (VNP $30.15)
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kneat.com inc. (KSI $3.82)
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Propel Holdings Inc. (PRL $18.99)
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Lumine Group Inc. (LMN $24.37)
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
Wayne