Investment Q&A

Q: Hi 5i Team - How would you rate the management of Vitalhub, Kraken Robotics, Zedcore and MDA Space. I realize that this is somewhat of a subjective question so no specific number/letter grades are needed - general comments would be fine. Thanks.

Q: Would you consider Revenue Growth the leading indicator of a companies liklihood to succeed and grow its share price provided properly managed?

Seems todays most successful stock market darlings have all had tremendous revenue growth albeit not necessarily Profitable during their early days of rapid Revenue growth.

If I were to look for 2 or 3 US and Canadian Mid Cap companies most likely to lead the rest of the market with staggering Revenue growth over the next 2-5 years which do you think these might likely be?

Q: Dear 5i
Could you provide me with the expected earnings growth rates for the year for the above mentioned stocks .
Also would your order of buying these stocks be the same order as the expected growth rates ? In other words are there any other significant factors to consider other than growth rate for the above stated stocks that might change your order of buying ? So considering the above what would your level of conviction be from highest to lowest for these listed stocks ?
Thanks again for your valuable assistance in the challenging world of stock picking . I'm pretty sure there are quite a few of us DIY investors that would be lost without the great advice from 5i Research .
Bill C

Q: What are your thoughts about these companies growth prospects for 2025?

Appreciate all you do.

Cheers

Q: Kraken just announced results about a month ago and corrected on what was considered a miss on results. It has since recovered nicely and last few days have been very good to share price growth and with I think good volume.
Any news or explanation to account for this?
Thanks John

Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality

Q: Since the last question on PTK, it seems to go up and up. Has anything changed? Has 5is opinion changed?


They won "Best in Artificial intelligence" in the "Global Tech Awards". Does this mean anything? Looking at the judges for this organization, there does appear to be some people with some clout in there, but scrutinizing it a bit it seems to be very much marketing focused, and with 86 categories and 200 companies, not the broadest competition.

It looks like it spikes every couplefew months, followed by up to 20% retreat, and spikes again. I almost feel like swing trading this or something.

With your recent small cap likes, PNG, MDA, ZDC, and BRM, Would you please Rank them from best to worst with a solid entry price (I know you said MDA is good right now), expected growth for 2025, whether they're profitable (yes, no, or close), and a score of 1 - 10. (1 being moonshot, 10 Solid buy). IE {NVDA, profitable X%, 10} sort of thing.

All of these scores exclude the normal smallcap risks etc (i understand that MDA is considerably larger, and is primarily in here for comparison purposes)

Thanks a tonne, James

Q: PNG is interesting. Can you expand a bit of the statement "Profit fell 29% on higher financing costs". Is this something to be concerned about? Do you forsee it going lower or staying steady in the 2.15 - 2.20 range for a bit until next earnings which could show better numbers?

Q: Your comments on PNG and outlook. Thanks

Q: Hello, I purchased some shares of PNG about a month back and was wondering if I should hold through their earnings. Thanks.

Q: Given our best guesses of what Trump 2.0 is likely to mean….three best Canadian small cap ideas please.

Q: Is there anything new you can add as to why the strong upward trend in the past few days?

Q: A previous question was answered on expected PNG earnings. The concensus was provided. Estimates EPS 1c; revenue $24.05M. Expected November 13 (not officially announced, however). Does 5i have a different view? What are your expectations? Since the bought deal closed a week ago, the stock has been very strong. Is it getting ahead of itself? Is it best to sit and see what happens with earnings before buying?

Q: Does Kraken report earnings soon?Expectations?

Q: Hi-Kraken is powering upwards very impressively over the last few weeks. I'm unable to find any neaningful news that would explain it. Is there a whiff of a takeover or maybe something else?
I appreciate your business model.
Dave in Montreal

Q: Your current opinion please. Thx

Q: On Oct. 1 Kracken announced a bought deal of $25 M at $1.6 after the market close, the stock closed at $1.78 Oct. 1. On the morning prior to open they announced an upsize of the deal by $20M, the stock closed up at $1.80 on Oct 2 with very large volume and has maintained that the last couple of days. When you see this type of event what thoughts do you get about it and the stock.

Q: Which between WELL and PNG do you feel will appreciate in value more over the next year and why? Pros and cons for each?

Q: I’m in the process of clearing out my portfolio and have 1,000 shares of Kraken Robotics that I’ve held for a few years. These shares have appreciated by 200%. What do you think about the future prospects of this small-cap company? While the total value isn’t huge, it’s been nice to see the growth. Should I continue holding onto these shares? I’d appreciate your thoughts. Thanks in advance.

Q: For a short term investment which of these two stocks ro you think have the most potential upside? Iam aware that anything can hapoen in the short term, thanks.