Investment Q&A

Q: Good morning,

Aeluema, which I can’t find in the database has come off of its latest decline.

It is tied with lidar, sem’s, quantum. Would you please give your assessment on this company in its present state as a speculative starter position.

Thank you.

Q: Do you have any opinion about Aluula Composites? A friend mentioned it to me. Still very early stage, only $87 million market cap. Q3 had 66% revenue growth and 41% margin. Interesting products. Not yet profitable, and I usually (not always) stay away from companies that aren't profitable.

Q: Your thoughts on the recent earnings? Had a nice gain, should I hold, add, or sell to move onto another name in the sector? What would you recommend? Thank you

Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?

Q: Would appreciate your assessment of the nature of Electrovaya's business and its growth prospects.
To what sector is its future ,most directly tied: AI, power, industry, other?

Thank you,

Q: Hi 5i
Electrovaya reported what appears to be good quarterly and yearly numbers yesterday.

May I please have your thoughts on the results and the company itself within the battery space?

Is this a good company to invest in in this space or do you feel that there are others that have better long term (3-5 years) prospects?

Q: Investable CCCX?

Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.

Q: First of all thank you for mentioning this in your Q&A so long ago . +1784% since purchase. More evidence to ride your winners and trim your losers.

Can you please comment on earnings.


Sheldon

Q: NXDR Would love your analysis of this small cap U.S. Company!
Looks interesting with huge volume today. What is driving it today
Thanx as usual
Gary

Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Can you describe what Zedcore does and why it has performed so well. Is its product line unique or is there aggressive competition? Is there anything that really sets it apart from others? If not, then why has it been a go to stock over the past while? How would you rate it out of 10? Where do you see there stock price in 6 months?

Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx

Q: What can you tell me about this company? My brother clued me into this as a “hot tip” but I can’t find a lot of information about it.

Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?

Q: I have been holding KSI for months, and it has been trading sideways to down since my initial purchase. I have read through summaries of its last several quarterly reports, going back to Q1 2024, and it seems that the high-profile metrics (revenue, gross profit, EBITDA) are all consistently improving and trending in the right direction. Operating expenses increased in the most recent quarter, but it is my understanding that they did so because the company increased investments in R&D, along with sales and marketing.

In short, it seems to me that the company is making progress where it counts, and making moves to position it for further improvement. The market seems to be unhappy with the company. I am looking to increase my exposure to KSI, but I can't decide if my interpretation of results is accurate or wishful thinking. I only have about a 1% exposure to KSI, so doubling it (roughly what I would be putting into the investment) is not going to be a game-changer for me. Any thoughts here on whether I should add now, wait until further consolidation in price, or simply move onto another idea? As always, I appreciate what 5i provides, and I have referred many people to your service. It is worth the investment.

Q: You last commented on DBO a year and a half ago. What are your thoughts now as the company seems to have some momentum?

Q: Can I ask your thoughts on TSHA? Clinical-stage biotech. Curious about current valuation compared to peers, outlook, path to sales and profitability.

Q: Well announced that WellStar a major subsidiary is targeting a public listing in 2026. How will this affect Well growth going forward. How will they differ going forward

Q: I receive DKAM quarterly newsletter. These 5 stocks (MDA,PRL,VHI, ZDC and E) they are high on for various reasons for 2026. If you agree, which ones should I add to my TFSA and why?
Thank you,
James