Investment Q&A

Q: The development of drones for war time use has exploded. It seems that domestic uses will also now come into play. Can you suggest companies to invest in at the forefront of this burgeoning technology
Thanks

Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry

Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Q: For a growth investor what order would you buy today. Please give your rational and entry price. Thanks Steve

Q: How would you rank these companies for growth over the next year?

Thanks.
David

Q: From 1st to 5th what are your favourite 5 small caps in your portfolios?

Q: Hi Just a follow up to my previous question . Do you think it is a candidate for a possible takeover?

Thanks
jeff

Q: Could you give me a bit of history for PNG? Has it signed any large contracts recently? Where does most of its revenue come from? Are the tariffs having an impact on their revenue? Is there much competition in North America and who are its competitors ?
Would this company be worth buying now or would you choose one of its competitors given its small size.
Thanks
Jeff

Q: Kraken Robotics seems to draw a lot of attention, over past 2 days, specially following Mr Carney's announcement about increased defence spending/submarines.

Do you view the stock's rise to current levels sustainable in near term, with 35% gain within a short span of 10 days, with no company specific news ? ( With volume 4X average )

Is the stock expensive now on Price/PE basis, considering its unique technological moat and expected growth over coming years ?

Would you recommend, we add to a 1% initial position ?

Thank You

Q: Wondered what you guys thought of this stock. Is it a buy?

Q: NBIS is now a 3-bagger for me. Thank you so much! If I were to ask you to pick the "next" NBIS, what would be your top 5 picks today, for a 3 year hold, ranked in order? I have a high risk tolerance.

Q: What is the projected release date of next earnings for these companies?

Q: Volume is very high at 3.2M late afternoon. Who is buying? Are funds stepping in? Is there a way of finding out this information? The stock movement has been striking these past couple of weeks.

Q: some questions today on Kraken...pop is likely due to being mentioned in Globe article as a beneficiary of Carney infrastructure plans.

Q: PNG is up 6-7% today. I don't see any news, do you guys?

Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?

Thanks,

Terry

Q: Kraken Robotics was added to your Growth Portfolio in April, 2025 at $2.42 and has already more than doubled in a short span of less than 6 months, which is amazing !!
This co. continues to be one of your Top picks, as seen from recent posts.

Would you be comfortable starting a New position at current levels ( for a growth investor ), if not owned already or adding more to the 5i Growth Portfolio ?

Thank You

Q: Canada will be buying 12 submarines either from Germany or South Korea. Quite a bit of their building/assembly will be done in Canada. Is there a role for Kraken to play in this? I don't know enough of Kraken's batteries but supposedly they are state of the art.
Could their batteries be used in the contract? How big would this be for the company? I raise the use of their batteries as a real possibility because Australia recently announced a $1.6B contract for new submarines and PNG stock rose significantly on the news because Kraken would likely supply batteries for the subs. Throw in the fact that Kraken is greatly increasing battery manufacturing capacity both in Germany and Nova Scotia and it all points to possibly very big things for the company. Finally, has the stock price gotten ahead of itself. It certainly has been on a tear.

Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!