Investment Q&A

Q: Hello,

Can you please select your top three among this list based on maximum upside over 3 years? Explain why these three were your choices. Based on potential from current levels.

Please also provide a rank from highest to lowest growth potential for the entire list again over a 3 year timeframe

Much appreciated thank you.

Q: Inspired by Ryan's recent webinar (bought Ouster thank you) I spent some time over the holidays looking at other companies in robotics and automation. I would appreciate 5i's input on which (if any) they see as being set up for success based on the idea you discussed that robotics had yet to have its Chat GPT moment and therefore was not overbought.

Please provide a brief evaluation on the growth and prospects of each one and whether they are a buy today or provide a suggested entry point if they are overpriced. Please rank from highest growth potential to lowest without respect to risk and then again with a 50% weighting on growth and 50% on safety.

SYM - Warehouse automation, robotic vehicles, automated storage. Fast growth, Walmart account (concentration risk?).

PRCT - makes the AquaBeam Robotic System, a specialized surgical robot for treating benign prostatic hyperplasia. Seems like something a lot of people could use. 43% YOY growth through Q3. Acquisition target?

Alient Inc - designs and manufactures specialized motion control products that are used in advanced automation systems (robots). Under 1 billion market cap so little coverage. Profitable

CGNX - smart cameras, vision sensors, and AI-based image processing software that allow machines to see, identify, and guide

NOVT - Smaller market cap. Limited analyst coverage driving stock price. Comonent maker for automation, medical robots and industrial systems. Profitable if expensive.

AEVA - I wish I'd asked this before today's announcement. Sell FMCW (Frequency Modulated Continuous Wave) LiDAR-on-chip, which detects velocity in real-time, unlike standard LiDAR. NVDIA partner on self driving cars. Still a tiny company after today with limited but very positive analyst coverage.

AIT - They design and install robotics cells, fluid power, and motion control systems for US manufacturers. Profitable and reasonably priced. Moving from distributor to higher value robotic engineering?

Note I left out TER, KTOS and AVAV intentionally but if you feel that either have higher potential, please insert them into the rankings. Lastly, any better suggestions that the 5i Team feels strongly about would be a welcome addition. This is a lengthy question so I would support consuming an extra credit or two if that helps you allocate time to provide an in-depth reply.

Q: The above firms I've been following on a watchlist for possible additions to my U.S.account.
My themes are bricks & mortar U.S.Nuclear, Renewable Energy, Space Launch / Satellite Services, Quantum Computing, Residential Real Estate recovery and Industrial Robotics.
My questions:
The momentum is solid for most of these,
I have no problem buying positions in BXWT or BE. The others are like investing in OKLO....the financials are dubious at best. Which 2 of the other themes would you consider investible today and why?
Thanks in advance. David

Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.

Q: After this recent reup does SYM still seem attractive? Ideally, what would be a good entry point for this company (if any)? For a growth investor is it a good idea to replace ATS:CA for SYM?

Q: I consider these moonshot type stocks. I am in nbis nv but not the others. Are any of them worth buying at these prices? I would have to sell more established stocks like google, tsm, Avgo, asml to raise funds. I am reluctant to sell a more established name to buy a winger but it’s hard to see the moonshots go up so much and not have fomo. Thanks.

Q: Can you recommend some stocks in Robotics?

Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

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: Would you endorse a switch from FOUR to GSHD and SYM to CTLP at this juncture for a growth oriented investor?

Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP

Q: Could I please get your thoughts on earnings? If already held, would this now be an add/hold/trim/sell?

Thanks

Q: Could you recommend five companies that could benefit from the advancement of robotics?

Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.

Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: How significant is the earnings restatement issued by Symbotic yesterday after market close? Would it be a deal-breaker if you held this stock? Does it change the medium term (5 yr) picture?

Q: Thoughts on SYM? - it is surging.