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5i Recent Questions
Q: Please rank these companies according to 5i conviction - highest first.
Much appreciated as usual. ram
Read Answer Asked by Ray on September 22, 2025
Q: What's the main thesis surrounding GRID and what drives it's growth? I know it's related to the electrical grid so it must be around the increased investment needed to improve reliability of the grid and to increase grid capacity for increased electrification but maybe I'm missing something.

Who would be its main competition and what is considered a good entry price?
Read Answer Asked by Cathy on September 19, 2025
Q: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.
Read Answer Asked by Dan on September 19, 2025
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