Investment Q&A

• BlackSky Technology Inc. Class A (BKSY $16.05)
  • $16.05 Cap: $547M
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• Ouster Inc. (OUST $21.37)
  • $21.37 Cap: $1.28B
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Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.

Upvote 3

Read Answer Asked by B on October 28, 2025

• Bakkt Holdings Inc. Class A (BKKT $15.60)
  • $15.60 Cap: $374M
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Q: What do you think of this company? Debt, growth, mgmt etc? And given ongoing stablecoin and crypto adoption how should it do?

Upvote 2

Read Answer Asked by Max on October 28, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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Q: Would you buy into this frenzy or wait?Thanks Larry

Upvote 8

Read Answer Asked by Larry on October 27, 2025

• Zoomd Technologies Ltd. (ZOMD $1.92)
  • $1.92 P/E (TTM): 8.25X Cap: $193M
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Q: Peter; ZOND did a presentation on Oct. 20 in the US. Did you see any news coming out of the meeting? Thanks.
Rod

Upvote 4

Read Answer Asked by Rodney on October 27, 2025

• iShares S&P U.S. Mid-Cap Index ETF (XMC $34.94)
  • $34.94 P/E (TTM): 19.61X Cap: $538M
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• iShares Core S&P Mid-Cap ETF (IJH $64.40)
  • $64.40 P/E (TTM): 19.45X Cap: $97.64B
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• BMO S&P US Mid Cap Index ETF (ZMID $48.28)
  • $48.28 P/E (TTM): 20.39X Cap: $275M
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Q: I own ZMID, and like its holdings and its exposure to mid-sized American companies, but find it a little illiquid.

Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...

Upvote 3

Read Answer Asked by Jeff on October 27, 2025

• Ucore Rare Metals Inc. (UCU $6.00)
  • $6.00 Cap: $581M
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Q: Is this one buyable at today's price after their drop from a high of $13.00
Thanx
Gary

Upvote 3

Read Answer Asked by Gary on October 24, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $160.75)
  • $160.75 P/E (TTM): 22.92X Cap: $1.91B
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Q: Gentlemen;

Can you comment on the recent earnings report? A very strong reaction to the report this morning.

Upvote 12

Read Answer Asked by Ronald on October 24, 2025

• Telesat Corporation Common and Variable Voting Shares (TSAT $35.42)
  • $35.42 Cap: $1.27B
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Q: views on this company going forward...thank you.

Upvote 4

Read Answer Asked by dan on October 24, 2025

• Crescent Energy Company Class A (CRGY $9.16)
  • $9.16 Cap: $2.29B
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• Vital Energy Inc. par value $0.01 per share (VTLE $17.44)
  • $17.44 P/E (TTM): 3.0X Cap: $1.42B
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Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.

Upvote 4

Read Answer Asked by Kevin on October 24, 2025

• Critical Infrastructure Technologies Ltd. (CTTT $0.62)
  • $0.62 Cap: $56M
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Q: (CTTT)Critical Infrastructure Tech

can you give me an opinion on their most recent news, insider buying and ownership, management, industry, balance sheet and outlook. Thank you.

Upvote 2

Read Answer Asked by James on October 24, 2025

• Rocket Doctor AI Inc. (AIDR $0.80)
  • $0.80 Cap: $66M
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Q: A company called Rocket Doctor was talked about on market call the other day. Is it worth than investing in?

Upvote 3

Read Answer Asked by Andrea on October 24, 2025

• Blue Ant Media Corporation Subordinate Voting Shares (BAMI $8.20)
  • $8.20 Cap: $186M
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Q: Is this company in essence a lottery ticket or is there something worth considering?
Jim

Upvote 1

Read Answer Asked by James on October 24, 2025

• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
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• Zedcor Inc. (ZDC $6.00)
  • $6.00 P/E (TTM): 418.57X Cap: $633M
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• CECO Environmental Corp. (CECO $51.44)
  • $51.44 P/E (TTM): 35.33X Cap: $1.83B
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• EnerSys (ENS $140.55)
  • $140.55 P/E (TTM): 16.16X Cap: $5.09B
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• Karman Holdings Inc. (KRMN $63.90)
  • $63.90 P/E (TTM): 858.14X Cap: $8.45B
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Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.

Upvote 25

Read Answer Asked by Dick on October 24, 2025

• Ucore Rare Metals Inc. (UCU $6.00)
  • $6.00 Cap: $581M
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• Neo Performance Materials Inc. (NEO $16.95)
  • $16.95 Cap: $705M
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Q: If looking to invest in rare earth companies does either of the above (or any other) look more attractive?

Upvote 2

Read Answer Asked by Theodore on October 23, 2025

• Driven Brands Holdings Inc. (DRVN $14.12)
  • $14.12 Cap: $2.23B
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Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on October 23, 2025

• Propel Holdings Inc. (PRL $21.78)
  • $21.78 P/E (TTM): 9.72X Cap: $857M
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Q: hi,
do you still think PRL is a BUY for a full position now? And what are you looking for in the upcoming earnings report and forward guidance? cheers, Chris

Upvote 7

Read Answer Asked by chris on October 23, 2025

• Patriot Battery Metals Inc. (PMET)
  • P/E (TTM): -21.5X Cap: $186M
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Q: Good day, what do you make of the study put out by PMET last night?
Cheers

Upvote 3

Read Answer Asked by Seamus on October 22, 2025

• Firan Technology Group Corporation (FTG $10.33)
  • $10.33 P/E (TTM): 23.49X Cap: $260M
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Q: What would you consider to be a good entry point for Firan Technology Group Corporation at this time? Thank You

Upvote 3

Read Answer Asked by Andrew on October 22, 2025

• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
  • View PNG Profile
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Q: Volume has been picking up. Who is buying? Are funds buying or is it mostly retail buyers. At what point do funds really start to show interest and buy? At what point is there a possibility of a larger company making an offer for PNG? Tough question, but if you look 12 months out, what range do you see the price at?

Upvote 21

Read Answer Asked on October 22, 2025

• EnerSys (ENS $140.55)
  • $140.55 P/E (TTM): 16.16X Cap: $5.09B
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Q: Could you please describe what ENS does and what its future growth looks like? Could you also summarize what in the ENS fundamentals contribute to it being a strong small cap investment?

Upvote 6

Read Answer Asked by Greg on October 22, 2025