Investment Q&A

Q: Of the small cap stocks listed above which ones are the most seriously negatively impacted by tariffs and could be affected existentially?

Which ones do you feel by the construct of their businesses and segements they compete in will survive ?

Q: 5i, I "must sell" one or two of the above, in which order would you sell ? I need cash to pay taxes

thank you

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Q: Hi 5i,

Can you please comment on their latest announced acquisition recommendation and your thoughts?

I've also noticed insider trading with executives acceptance of their Grant of Options at various amount of liquidity that's above current share prices. Could you comment on what potential signals that could be?

Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?

Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX

Q: Is it at an attractive level to add to in order to get to a full position?

Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.

Q: What is happening with GLXY and thoughts on VHI going forward....

Thanks

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Hi 5i!

How would you rank these in terms of health & growth potential over the next 5 years.

Thanks in advance,
Greg.

Q: Hi Peter,
My new strategy this yr is to buy growth stocks that have done public offerings to finance future growth in 2025/26. Can you think of any other names to add to this list?

Q: Hi 5I
I own VMD and up nicely, but thinking of switching to VHI for better growth. Could I get your thoughts on this move.

Q: Dear 5i
Could you please rank the above listed stocks from best ie most likely to be worth a lot more after 3-4 years to the least best ie more likely to not do as well over the same 3-4 year time period . I'm also assuming that when i say best i mean companys that not only have great growth profiles but also have descent management and solid products and /or services that will likely remain in high demand for years to come .
Thanks once again
Bill C

Q: Hi 5i Team - How would you rate the management of Vitalhub, Kraken Robotics, Zedcore and MDA Space. I realize that this is somewhat of a subjective question so no specific number/letter grades are needed - general comments would be fine. Thanks.

Q: Which stock: HPS.A, PRL, TVK or VHI would have the most growth going forward? I take after today, it's best to wait a few days?

Thanks for your service!

Q: Dear 5i
Do you prefer PWR or POWL and why ?
Also VHI seems to be one of your top picks for small cap growth stocks but the valuation ie P/E seems quite high . Does its growth rate justify the valuation ?
Thanks
Bill C