Q: Any news on PNG to account for drop today? With all the attention on Greenland and the Arctic, I would have thought it would be a positive for PNG.
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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: Hello
Wondering which of these two will have the greatest growth over the next 3-5 years?
Balance sheets look good for both with increasing revenues. I wonder given the optical industry is highly competitive will it stagnate Kits future growth more so then the robotics and battery supply industry.
Will the reduction in China tariffs help in the battery supply opportunities?
Would they be better in a registered account over a non registered?
Thank you
Jeff
Wondering which of these two will have the greatest growth over the next 3-5 years?
Balance sheets look good for both with increasing revenues. I wonder given the optical industry is highly competitive will it stagnate Kits future growth more so then the robotics and battery supply industry.
Will the reduction in China tariffs help in the battery supply opportunities?
Would they be better in a registered account over a non registered?
Thank you
Jeff
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Alphabet Inc. (GOOG $329.52)
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Constellation Software Inc. (CSU $2,599.99)
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Celestica Inc. (CLS $531.06)
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Thomson Reuters Corporation (TRI $124.83)
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Kraken Robotics Inc. (PNG $8.45)
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WELL Health Technologies Corp. (WELL $3.86)
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EnerSys (ENS $196.46)
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Ondas Inc (ONDS $9.60)
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Topicus.com Inc. (TOI $98.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
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Lumine Group Inc. (LMN $23.32)
Q: These continue to be beat down with crushing depreciation in Market Cap. Would you step into any one of these right now or any other names CDN or US that appear to be a screaming buy long term. If so,, what order would that be.
Q: Still a buy??
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VanEck Gold Miners ETF (GDX $99.60)
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Kraken Robotics Inc. (PNG $8.45)
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HIVE Digital Technologies Ltd. (HIVE $3.27)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Tantalus Systems Holding Inc. (GRID $6.03)
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Electrovaya Inc. (ELVA $13.20)
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Nebius Group N.V. (NBIS $158.86)
Q: Your firms conviction seems to have dropped recently?
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Kraken Robotics Inc. (PNG $8.45)
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HIVE Digital Technologies Ltd. (HIVE $3.27)
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Zedcor Inc. (ZDC $5.68)
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Vitalhub Corp. (VHI $7.91)
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CECO Environmental Corp. (CECO $65.33)
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EnerSys (ENS $196.46)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Zoomd Technologies Ltd. (ZOMD $0.91)
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VPN Technologies (VPN)
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Tantalus Systems Holding Inc. (GRID $6.03)
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Sportradar Group AG (SRAD $17.01)
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Telesat Corporation Common and Variable Voting Shares (TSAT $62.02)
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Nebius Group N.V. (NBIS $158.86)
Q: Hello Team,
Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.
Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.
Q: Moving upwards nicely to start the year. What catalyst do you see for the stock this year to keep it hitting new highs? Heard a new index listing might be possible? Also do you think they will list on the US exchange?
Appreciate the recommendation on this one.
Appreciate the recommendation on this one.
Q: Kraken has been in a tear in the last week. Is it out over its skis or does it have a lot of room to still grow?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hello,
What is driving the surge in Kraken Robotics? Also, would you split monies for both stocks or what percentage should one allocate to each assuming i had 10k to invest? Lastly, this is a general question. How do the ETF providers buy so many stocks in an ETF and maintain a low fee structure? Much appreciate it.
What is driving the surge in Kraken Robotics? Also, would you split monies for both stocks or what percentage should one allocate to each assuming i had 10k to invest? Lastly, this is a general question. How do the ETF providers buy so many stocks in an ETF and maintain a low fee structure? Much appreciate it.
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Kraken Robotics Inc. (PNG $8.45)
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The Trade Desk Inc. (TTD $22.03)
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EnerSys (ENS $196.46)
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CrowdStrike Holdings Inc. (CRWD $409.81)
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Applovin Corporation (APP $444.94)
Q: I’ve held The Trade Desk for a long time and it is at a very low price at the moment compared to historic prices, but it sounds like you're skeptical about its near-term growth potential. Should I look to exit? Between Crwd, ens, app, and png …which offers the highest growth ceiling for a five-year horizon? If you have another company to recommend, feel free … Thanks
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NVIDIA Corporation (NVDA $197.55)
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Kraken Robotics Inc. (PNG $8.45)
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EnerSys (ENS $196.46)
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CrowdStrike Holdings Inc. (CRWD $409.81)
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Applovin Corporation (APP $444.94)
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TransMedics Group Inc. (TMDX $116.45)
Q: Peter, I found your answer to Nick about best stock decision to be thought provoking. When you bought NVDA it was some where in the 2 to 3 dollar range. What was your thinking at the time that made you like the stock? What was it about the stock that kept you holding ?
Do you see any early stage stocks today that warrant looking at?
I would like to add my appreciation to all at 5i for all the help and insight over the years.
Peter
Do you see any early stage stocks today that warrant looking at?
I would like to add my appreciation to all at 5i for all the help and insight over the years.
Peter
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Amazon.com Inc. (AMZN $247.93)
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Alphabet Inc. (GOOG $329.52)
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Micron Technology Inc. (MU $459.35)
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Celestica Inc. (CLS $531.06)
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Agnico Eagle Mines Limited (AEM $299.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.00)
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Kraken Robotics Inc. (PNG $8.45)
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EnerSys (ENS $196.46)
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Comfort Systems USA Inc. (FIX $1,647.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.75)
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Nebius Group N.V. (NBIS $158.86)
Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!
Happy New Year!
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $240.60)
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Kraken Robotics Inc. (PNG $8.45)
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EnerSys (ENS $196.46)
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Tantalus Systems Holding Inc. (GRID $6.03)
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First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $180.16)
Q: I think you believe all of these companies are buys.How would you rate them and which would you prefer to buy today? I already have small positions HPS.a and PNG.
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Dollarama Inc. (DOL $176.74)
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Celestica Inc. (CLS $531.06)
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Toromont Industries Ltd. (TIH $213.95)
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Thomson Reuters Corporation (TRI $124.83)
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Kraken Robotics Inc. (PNG $8.45)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,
Q: What would be your top 5 small cap recommendations in order 1 being your highest conviction
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goeasy Ltd. (GSY $33.73)
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Mainstreet Equity Corp. (MEQ $178.89)
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Kraken Robotics Inc. (PNG $8.45)
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Zedcor Inc. (ZDC $5.68)
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Boyd Group Services Inc. (BYD $172.41)
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MDA Space Ltd. (MDA $46.82)
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Lumine Group Inc. (LMN $23.32)
Q: Based on your prediction that small caps may do better than large caps in 2026, which of the above do you think are ready to giddy up ie: best chance for a 12 month return > 15%. Thank you
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United Rentals Inc. (URI $777.02)
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WSP Global Inc. (WSP $227.61)
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Stantec Inc. (STN $124.63)
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Thomson Reuters Corporation (TRI $124.83)
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Kraken Robotics Inc. (PNG $8.45)
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Axon Enterprise Inc. (AXON $395.48)
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CECO Environmental Corp. (CECO $65.33)
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EnerSys (ENS $196.46)
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Parsons Corporation (PSN $56.43)
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First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $180.16)
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Karman Holdings Inc. (KRMN $92.58)
Q: Could you please rank these companies from from most to least desirable for a new position:
GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON
GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON
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Dollarama Inc. (DOL $176.74)
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Wheaton Precious Metals Corp. (WPM $202.84)
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Toromont Industries Ltd. (TIH $213.95)
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Agnico Eagle Mines Limited (AEM $299.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $168.00)
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Cipher Pharmaceuticals Inc. (CPH $19.51)
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goeasy Ltd. (GSY $33.73)
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Tamarack Valley Energy Ltd. (TVE $11.01)
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TerraVest Industries Inc. (TVK $129.24)
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Kraken Robotics Inc. (PNG $8.45)
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Silvercorp Metals Inc. (SVM $17.10)
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Lundin Gold Inc. (LUG $114.29)
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Zedcor Inc. (ZDC $5.68)
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Vitalhub Corp. (VHI $7.91)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $92.61)
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
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Kraken Robotics Inc. (PNG $8.45)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Tantalus Systems Holding Inc. (GRID $6.03)
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Nebius Group N.V. (NBIS $158.86)
Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard
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Graphite One Inc. (GPH $1.23)
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Celestica Inc. (CLS $531.06)
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TerraVest Industries Inc. (TVK $129.24)
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Aritzia Inc. Subordinate Voting Shares (ATZ $132.08)
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Kraken Robotics Inc. (PNG $8.45)
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Vitality Products Inc. (VPI $0.03)
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Happy Belly Food Group Inc. (HBFG $1.57)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $92.61)
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Broadcom CDR (CAD Hedged) (AVGO)
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Palantir CDR (CAD Hedged) (PLTR $10.45)
Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?