Investment Q&A

Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Q: RCG is up 46% since Jan 2/25 while CF has declined 4% during the same period.Do you know of any reasons for the advance?

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Q: our government has agreed to bolster border controls / surveillance using all tools available including surveillance towers/cameras
Does Zedcor have the capacity to become involved in this process?
I am considering a buy
What is your opinion about current outlook for the company
Many thanks

Q: Hi,
I know that Kodak is a bit "special" with the pension plan surplus issue. Other than the potential benefit from that are there any other compelling reasons to purchase it?

Regards-Dave

Q: Aris is not really moving up with current gold prices.
Looking to start a small position, anything to be concerned about here…..
Thanks and have a great day.

Q: Hi 5i Research team,
Follow up questions on KITS: based on transaction volume, what would the maximum number of shares you would recommend owning? In your answer you mention that KITS is expensive (good companies usually are): with what multiples would you consider it fairly valued? What impact would you expect a recession would have on sales growth? My intuition tells me that contact lens and glasses are more staples than discretionary: would you agree? Thank you for your collaboration, Eric

Q: What are your thoughts on this company? If the technology is as good as being touted there are many potential good trends that could impact their volumes (growing infrastructure spend, greater use of hydrovac trucks for civil related works, increased weather events etc).

Being small and located in Canada I would think tariffs could be a big headwind for the company as many of their sales / partnerships are focused in the US. I would think also being in the heavy equipment sector their margins are somewhat limited so not a lot of room to 'eat' margins in case of tariffs (and inability to pass on costs).

It seems down 30% from it's high and probably pretty speculative but interested on your thoughts. Thx as always - you guys do a great job!

Q: What is the story on this company. Vectorvest shows pe of less than 3

Q: What are good entry points for Hps.a and Mcbif they are buyable.Txs for u usual great services & views

Q: I am a bit confused why a company with about 25% of its current market cap (40+ million USD cash as per last quarter report) sitting in cash on the balance sheet - with no debt - would raise 10% more equity (just 20 million cad) at a 10% discount to its current price which is already quite cheap… I am scratching my head… I really like this stock/company but now I am questioning management haha. Am I wrong? Thanks

Q: Gern has been trending down since its spike up after getting FDA approval. Is this a typical quiet period for a biotech before revenues begin? Can I get your perspective on Gern, please.

Q: Peter and His Wonder Team
I have held this stock for years and am down a ton. Recently it has moved up. Any thoughts on why it has a little life? Thanks!

Q: Any idea why Well has dropped so much in the last few weeks and especially today?

Q: Good morning 5i.

Please update your analysis of GIP and indicate the risk level and possible entry point.

Always appreciating and thankful for your sage analysis.

Grazzia

Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.

Q: Is the drop warranted? Is it worth keeping? What are the chances of recovery?

Q: I’m interested in starting a position in Pollard? Is there any concern with the low volume traded on a daily basis?

Q: Oklo Inc. Class A (OKLO:US)

To buy or not? Says it has 2 employee's, true or false?

Thank you.

Q: Hi 5i, today on BNN a PM @ Donnville just commented on his view that Hammond will have capacity constraints even though they are expanding in Canada and Mexico. He stated that they would only be able to grow the topline by 10%, and at today's price it was expensive. Any views on this comment?

Thx.