Investment Q&A

Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.

Q: When does PNG next report and what is expected? What information in the release are you looking for that may influence the stock either up or down? Are your expectations different from consensus?

Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.

Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?

Q: Can you explain a bit about Anduril and how it currently and in the future might impact Kraken. How much overlap is there? Do they compete in the same arena? It was mentioned that Anduril is going public. How might this impact Kraken?

Q: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).

What could be behind the selling ? Should we be concerned ?

With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.

Thank You

Q: Hi team,
Once again my portflio is tanking while the index just cruises along . I have names such as shop, Csu, Lmn, Toi , gsy, Rddt , png and other growth names all down between 4-10%. Canadian names as a group especially weak today . What’s your take on today’s market action? As of today are there any screaming buys out there ? I was thinking of adding on Shops earning drop or Csu .

Thanks ,
Shane

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Q: Hi,

Hopefully this question is general enough to not be considered personal advice!

I've done very well with Zedcor and Kraken (thank you!). You often mention their high valuations. I wouldn't mind taking some profits to put elsewhere.

Given the recent sharp decline (especially Kraken), would you say it's still richly valued enough to sell a bit? Or might it be better to wait for a rebound, given its volatility?

Q: Why is Kraken stock down today 7% ? Thank You

Q: Good day,

Wild few days in the market. As a stroke of luck, I transferred one of my managed accounts over so I could manage it myself, and that sale happened early last week and it is sitting in my account, ready to deploy. As a lucky tailwind, I don't want to squander it. Mostly in RRSP account.

Would you be adding to CLS, BAM, SHOP, TVK, PNG, ZDC right now? In order of priority please with a small 'why'.


I had purchased some AEM 1-2 years ago (great recommendation, thanks), and it has flown. Is it an add now and/or are there other Materials tickers you would suggest? Doesn't have to be precious, as long as they are executing well and have quality assets and a solid runway. maybe 1-2 each for precious, critical, and non-precious?

I sold TOI last summer, and with this crazy "Software off" cycle here, would you start accumulating? like 20 or 25% of a position? Is TOI the most likely candidate to return to its growth trajectory when the world begins to appear normal again?

Thanks for Everything!

James

PS. While looking at all my statements while transferring over to Questrade for their cashback promotion, my statements had my annualized returns calculated over 1 3 5 and inception. Since inception was 21% which I'm staked about, but my 3 year annualized was 43% !!! I just renewed my 4th year with 5i. Thanks Thanks THANKS!

Q: Canada has narrowed the choice of submarine suppliers to two. Hanwha from South Korea and TKMS from Germany. This is a multi billion dollar project. Does Kraken do business with one or both of them? What impact will this have on PNG's sales? How much of this has already been baked into PNG's price run-up? Is one supplier more beneficial for PNG's future?

Q: Hi 5i team, Thanks for the amazing work you do !
I have an 18 and 20 year old. Would like your recommendations for sticks to invest in for Growth. They invested in SBET last year but SBET went down drastically. Would you recommending selling, holding SBET? They both have 7K to invest in their TFSa’s . What stocks and proportion do you suggest? Thank you, please as many credits as needed.

Q: What is causing the dramatic drop in PNG today?

Q: Hi 5i,
In a TFSA what would be your order of preference in buying these 5 growth oriented stocks?
Size, sector etc. does not matter.

Thanks!

Q: what would your top 10 defense stocks be?

Q: Is it possible to estimate even very approximately the potential market of this so interesting small cap?
Thank you very much in advance

Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,