Q: Kraken reports on Thursday. What are the expectations? What one aspect if positive would really boost the share price and what metric if highly negative would cause price damage? What might one worry about (surprise) in the results.
Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC
Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
Q: The above companies are widely followed here and are all reporting results between now and the end of the month. If you were to use results reactions as a "trading opportunity" which of those, if any, would you buy prior to their respective announcement.
Thanks,
Terry
Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:
ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA
Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.
Q: Good morning team. I'm sitting on large gains on these three in my TFSA. (thanks 5i) As might be expected their position sizes have become rather large and I am cognizant of the concern that "pigs get slaughtered"! Sooo, what to do. I sold half of Shopify some years ago and diversified into Unity Software and Lightspeed. We know how that went. Should have kept all the Shop! I'm comfortable with a large position in CSU but I'm wondering if it's time to trim some Nvidia. What are your best 3 tech ideas for diversifying my TFSA. (I also hold most of 5i's other canadian tech companies.)Also, could you suggest 3 good ideas for diversifying away from tech? Thank you, Rod
Q: Taken from G&M Thursday: Kraken Robotics Inc : Canaccord Genuity raises target price to C$4 from C$3.50 but downgrades rating to “hold” from “buy. Just ahead of results that doesn't seem very upbeat. Is Cannacord a sell side analyst? Do Kraken have Sell Side analysts and what are their ratings and reasonning if any?
Q: With tariffs coming in the very near future do you think that i should reduce my exposure in PNG.I currently have a 5% position and have done very well.
My plan would be to buy back the shares on the dip and reinstate my 5% position.
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.