Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
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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: This is a small cap company in Canada. I have been a bag holder since $0.27. What is your view on this stock?
Q: Could I have your current opinion on these vompanies
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Intuitive Surgical Inc. (ISRG $518.62)
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NVIDIA Corporation (NVDA $172.41)
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Booking Holdings Inc. (BKNG $5,702.90)
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Kraken Robotics Inc. (PNG $3.69)
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Vitalhub Corp. (VHI $12.26)
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Axon Enterprise Inc. (AXON $756.09)
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Shopify Inc. (SHOP $127.07)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Nebius Group N.V. (NBIS $52.79)
Q: With the run of NVDA over the last few year I now have a HUGE position in the stock and need to trim it.
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
Can you suggest 5 Canadian or US companies that could be the next NVDA in the next 5+ years and their growth and risk as well as any other details you may have on the companies.
Thanks
Joe
Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Kinaxis Inc. (KXS $201.24)
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Kraken Robotics Inc. (PNG $3.69)
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Celestica Inc. (CLS $160.12)
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Valhi Inc. (VHI $17.68)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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The RealReal Inc. (REAL $5.82)
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Boyd Group Services Inc. (BYD $210.54)
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WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
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Constellation Software Inc. (CSU $4,984.83)
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Kraken Robotics Inc. (PNG $3.69)
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Topicus.com Inc. (TOI $194.70)
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Lumine Group Inc. (LMN $53.89)
Q: PNG questions:
- What was the catalyst in mid-2024 that finally created a break-out in stock price?
- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?
- Do we know anything about the quality of management?
- What is the quality of the balance sheet ?
- How out of line is the current valuation of this stock ?
- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.
- What was the catalyst in mid-2024 that finally created a break-out in stock price?
- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?
- Do we know anything about the quality of management?
- What is the quality of the balance sheet ?
- How out of line is the current valuation of this stock ?
- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.
Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?
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Alphabet Inc. (GOOG $185.94)
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Intuitive Surgical Inc. (ISRG $518.62)
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NVIDIA Corporation (NVDA $172.41)
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Kraken Robotics Inc. (PNG $3.69)
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Sportradar Group AG (SRAD $30.26)
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Nebius Group N.V. (NBIS $52.79)
Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.
Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?
Thanks
Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?
Thanks
Q: The press release does not say what Kraken intends to do with what looks like a significant addition to their funds. Do you know and what might be the expected share price response?
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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Construction Partners Inc. (ROAD $107.57)
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Shift4 Payments Inc. Class A (FOUR $106.56)
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MDA Space Ltd. (MDA $43.42)
Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
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Intuitive Surgical Inc. (ISRG $518.62)
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Micron Technology Inc. (MU $114.39)
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Booking Holdings Inc. (BKNG $5,702.90)
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Tourmaline Oil Corp. (TOU $61.99)
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Celestica Inc. (CLS $219.79)
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Kinaxis Inc. (KXS $201.24)
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Thomson Reuters Corporation (TRI $287.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
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TerraVest Industries Inc. (TVK $165.71)
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EQB Inc. (EQB $102.07)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
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Vitalhub Corp. (VHI $12.26)
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CRISPR Therapeutics AG (CRSP $65.13)
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Axon Enterprise Inc. (AXON $756.09)
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Twist Bioscience Corporation (TWST $35.17)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Genius Sports Limited (GENI $11.37)
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Sportradar Group AG (SRAD $30.26)
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Propel Holdings Inc. (PRL $35.79)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Nebius Group N.V. (NBIS $52.79)
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Nvidia CDR (CAD Hedged) (NVDA $39.58)
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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Tantalus Systems Holding Inc. (GRID $3.41)
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Propel Holdings Inc. (PRL $35.79)
Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks
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Firan Technology Group Corporation (FTG $11.15)
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Kraken Robotics Inc. (PNG $3.69)
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Tantalus Systems Holding Inc. (GRID $3.41)
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ACM Research Inc. (ACMR $30.08)
Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim
Q: Hi there,
What is their business model and it is sustainable within the next 5-10 years. Is there any concerns of revenue and profits that could drop in the upcoming years.
In advance, thank you for taking the time to answer my question.
NL
What is their business model and it is sustainable within the next 5-10 years. Is there any concerns of revenue and profits that could drop in the upcoming years.
In advance, thank you for taking the time to answer my question.
NL
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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Kraken Robotics Inc. (PNG $3.69)
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kneat.com inc. (KSI $5.80)
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MDA Space Ltd. (MDA $43.42)
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Lumine Group Inc. (LMN $53.89)
Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?
Thanks
Bill C
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?
Thanks
Bill C
Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?
Q: Bought deal fort PNG, $100M, at $2.66 a share. What does this mean? Seems like a high amount for PNG. Is this to get new sales and prepare/fulfill new larger orders? I believe all this is good news but I defer to the experts. Is it good for shareholders?
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Meta Platforms Inc. (META $704.28)
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Kraken Robotics Inc. (PNG $3.69)
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Palantir Technologies Inc. (PLTR $153.52)
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Archer Aviation Inc. Class A (ACHR $13.29)
Q: Thank you for your continued source of guidance and information.
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry
Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!