Q: Dear Peter:
Enjoyed your appearance on BNN Bloomberg's Market call last week. Great Q&A. For the sake other subscribers, perhaps you can post the link here?
My question: You were quite effusive abut PNG (Kraken Robotics) on the how but didn't make it to your top 3. NBIS did. I can understand CECO. But Elf Beauty made it but not PNG. You must have solid reasons for it. Care to share your rationale?
Should one accumulate PNG or simply take 2% position and leave it be?
Enjoyed your appearance on BNN Bloomberg's Market call last week. Great Q&A. For the sake other subscribers, perhaps you can post the link here?
My question: You were quite effusive abut PNG (Kraken Robotics) on the how but didn't make it to your top 3. NBIS did. I can understand CECO. But Elf Beauty made it but not PNG. You must have solid reasons for it. Care to share your rationale?
Should one accumulate PNG or simply take 2% position and leave it be?
5i Research Answer:
BNN only takes guests that manage money, so Peter Hodson was representing i2i Capital Management rather than 5i Research. i2i only invests in US stocks thus the stock picks on BNN have to be US equities.
We would be comfortable just buying PNG with a position size reflective of its smaller market cap and general risk.
Here is a link to the episode.
https://www.iheart.com/podcast/1300-market-call-92496261/