Q: Hi 5 i guys. Nice start to 2026!! I have a small position in Frontier Lithium that I bought back in the Lithium heydays about 3 or 4 years ago. Since it is a very small position in our portfolio and it is in a TFSA, so the tax loss would be of no use, I just kept it so we would have a little toe hold in the lithium sector. The last few days FL share price has been on a rip to the upside but I can't see any reason why. In the past few years I have not noticed a strong correlation between FL's share price and the price of lithium, which I attribute to the fact that FL is still just a proposed project so the current price of lithium does not effect earnings, because there are no earnings. Is there something on your radar that might give us long suffering FL share holders an idea as to why the shares are up sharply the past few days? Would you use this rip to the upside to get out of FL or should I wait to see if it keeps its upward momentum? It seems like someone (person or institution) is trying to get a position in FL, but it is above my pay grade to figure out why they want in on FL. Our only other position in the lithium sector is an equally small position in E3 in Alberta (It least on that one I got a double and sold half my position is what is left is the house's money!!
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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: Hi, Any changes in Gsy’s situation? Is it out of penalty box after the short report and management changes? Thanks. Shyam
Q: Is holding VIOO (only) a decent way to play the potential run up in small caps I read a lot about lately? Any other suggestions!
Thanks
Thanks
Q: May I please have your thoughts on Ucore.Is it a buy given it's recent run?Do you think it will reach it's previous high around $12.
Thank you
Thank you
Q: Hi Peter and team,
You thoughts on this company would be appreciated and would you rate it a hold, buy or sell.
Thanks
Harry
You thoughts on this company would be appreciated and would you rate it a hold, buy or sell.
Thanks
Harry
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Sylogist Ltd. (SYZ $3.93)
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Maple Leaf Foods Inc. (MFI $27.36)
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Enghouse Systems Limited (ENGH $17.73)
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Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.04)
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Cargojet Inc. Common and Variable Voting Shares (CJT $95.97)
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Alithya Group inc. Class A subordinate voting shares (ALYA $1.70)
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Docebo Inc. (DCBO $26.38)
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Canada Packers Inc. (CPKR $18.07)
Q: Can you please provide your most likely Cdn takeover targets in 2026 and rank them both in terms of takeover likeliness and quality of the company if they are not bought out this year (comfortable holding if a bid doesn't materialize this year).
Q: Still a buy??
Q: Is there an international small cap ETF or do I need to combine something like IWM + CGro + ACWX?
Q: Greetings,
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
ZDC
1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?
2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?
3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?
Many thanks!
A
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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Tantalus Systems Holding Inc. (GRID $5.45)
Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.
Thanks,
Shane
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.
Thanks,
Shane
Q: it has had a significant move upward recently. what do you see it doing in the future?
Sy
Sy
Q: After a strong fiscal 2025, the momentum seems to be continuing into fiscal 2026. What is your opinion of fiscal 2026 Q1 results and despite the recent gains in stock price is it still a buy?
Q: Can I please get your current opinion on glad? Do you feel its dividend is safe?
Q: Can I have your opinion please.
Q: Do you have any change of opinion since last summer??
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Alphabet Inc. (GOOG $324.40)
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IonQ Inc. (IONQ $35.48)
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D-Wave Quantum Inc. (QBTS $21.21)
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Rigetti Computing Inc. (RGTI $17.59)
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Quantum Computing Inc. (QUBT $9.44)
Q: Happy New Year to 5i research communities!
Recently, the term "quantum computing" has been heard and read from all kinds of media often and people believe this theme might be a thing for 2026. How do you think of this theme? and any investable ideas you could suggest? Thanks.
Recently, the term "quantum computing" has been heard and read from all kinds of media often and people believe this theme might be a thing for 2026. How do you think of this theme? and any investable ideas you could suggest? Thanks.
Q: The stock continues to struggle here- what are the catalysts to get the recovery going - is the prediction markets threat making this a trap? When are earnings due out? thanks
Q: Hi, any thoughts on the ~20% rise in FOM over the last 2 weeks? I don't see any news to explain the rise. Thanks
Q: Hydrogen stock Nel ASA, Thyssenkrupp and dynaCERT.
Do you think Hydrogen will ever become popular?
Do you think any of these company's would be worth investing in?
Thank you.
Do you think Hydrogen will ever become popular?
Do you think any of these company's would be worth investing in?
Thank you.
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e.l.f. Beauty Inc. (ELF $74.46)
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Celsius Holdings Inc. (CELH $47.81)
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Genius Sports Limited (GENI $6.34)
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Sportradar Group AG (SRAD $17.26)
Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.
Thanks.