Investment Q&A

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.

Q: Your thoughts on Kraken following their recent earnings release?

Thanks

Phil

Q: Hi,
Enjoyed Chris and Zach's podcast. How come they chose PNG/TSU as their small caps and not some of your usual favourites like PRL or PAY . Also I am somewhat surprised that whilst PNG/TSU do get "airtime" in your Q&As, they don't make it in your small caps short list. You must have some rationale. Somewhat puzzled, that's all.

Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!

Q: What are 5-6 stocks 5i would pick that are Canadian, profitable, and less than $1 billion market cap for the higher risk/growth part of a portfolio, to hold for the long term?

Q: Kraken robotics uses Sophic Capital, which describes itself as a full-service capital markets advisory and investor relations firm for public and private growth companies.

Is it fair to think of them as a "promoter"? Usually I associate companies using a promoter as being scammy pump and dumps.

What is your take on Sophic and it's track record? Is it a legit expense for Kraken to spend on their services, or are they paying them to promote the stock and generate liquidity rather than using those funds to grow the business?

Do you like the stock now that it's trading around the $0.95 bought deal price, or is this creating an overhang and being propped up by a promoter?