Q: Thoughts on the quarter? Especially the outlook? Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Intuitive Surgical Inc. (ISRG $479.79)
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AeroVironment Inc. (AVAV $207.44)
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CECO Environmental Corp. (CECO $55.25)
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Vertiv Holdings LLC Class A (VRT $261.50)
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Ondas Inc (ONDS $10.30)
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BlackSky Technology Inc. Class A (BKSY $23.89)
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Rocket Lab Corporation (RKLB $69.38)
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Voyager Technologies Inc. Class A (VOYG $26.85)
Q: I want to free up some US cash, in what order would you sell these stocks.
Q: 3 growth stocks
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
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Rocket Lab Corporation (RKLB $69.38)
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MARITIME LAUNCH SERVICES INC. (MAXQ)
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Firefly Aerospace Inc. (FLY $22.23)
Q: Your thoughts on this interesting small, risky/looking homegrown. Worth a flyer?
Thanks.
Thanks.
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Micron Technology Inc. (MU $435.59)
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NVIDIA Corporation (NVDA $177.54)
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Eli Lilly and Company (LLY $916.74)
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Celestica Inc. (CLS $373.40)
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5N Plus Inc. (VNP $28.48)
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Kraken Robotics Inc. (PNG $9.15)
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Teradyne Inc. (TER $291.22)
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Zedcor Inc. (ZDC $5.45)
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CECO Environmental Corp. (CECO $55.25)
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EnerSys (ENS $166.06)
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Ondas Inc (ONDS $10.30)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.25)
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Nebius Group N.V. (NBIS $119.17)
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Rocket Lab Corporation (RKLB $69.38)
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Alphabet CDR (CAD Hedged) (GOOG $48.86)
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Voyager Technologies Inc. Class A (VOYG $26.85)
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Firefly Aerospace Inc. (FLY $22.23)
Q: Hello 5i Team,
Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.
Thanks in advance for your always helpful advice!
Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.
Thanks in advance for your always helpful advice!
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EnerSys (ENS $166.06)
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Kratos Defense & Security Solutions Inc. (KTOS $88.58)
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Rocket Lab Corporation (RKLB $69.38)
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Karman Holdings Inc. (KRMN $97.10)
Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.
Q: If you could only own 1? BTW, my portfolio was up 51% last year, 5i staff deserve a huge tx, not only with the stock picks but portfolio managment skills I've learned, Cant thank you enough!
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Lockheed Martin Corporation (LMT $626.22)
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Northrop Grumman Corporation (NOC $714.31)
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L3Harris Technologies Inc. (LHX $360.21)
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Rocket Lab Corporation (RKLB $69.38)
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Karman Holdings Inc. (KRMN $97.10)
Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L
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Micron Technology Inc. (MU $435.59)
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Advanced Micro Devices Inc. (AMD $195.21)
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uniQure N.V. (QURE $14.50)
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Lemonade Inc. (LMND $64.44)
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MP Materials Corp. (MP $52.92)
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AST SpaceMobile Inc. (ASTS $89.05)
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IREN Limited (IREN $40.75)
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Rocket Lab Corporation (RKLB $69.38)
Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.
Q: I wanted to get your take on RKLB. I’m currently up 95% on my position, but with the recent parabolic move, I’m starting to feel it’s taking on 'meme stock' characteristics and getting ahead of its fundamentals.
My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"
My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"
Q: I have a significant loss on MDA Space and I am looking for a somewhat similar replacement in Canada or the USA.
With appreciation,
Ed
With appreciation,
Ed
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MDA Space Ltd. (MDA $44.52)
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AST SpaceMobile Inc. (ASTS $89.05)
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BlackSky Technology Inc. Class A (BKSY $23.89)
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Rocket Lab Corporation (RKLB $69.38)
Q: Hi there, what is your opinion on space exploration? Also, what company or basket of companies do you feel would be worth investing in, in this area?
Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?
https://www.wealthsimple.com/en-ca/portfolios/income
Thank you!
Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?
https://www.wealthsimple.com/en-ca/portfolios/income
Thank you!
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AeroVironment Inc. (AVAV $207.44)
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Kratos Defense & Security Solutions Inc. (KTOS $88.58)
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AST SpaceMobile Inc. (ASTS $89.05)
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BlackSky Technology Inc. Class A (BKSY $23.89)
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Rocket Lab Corporation (RKLB $69.38)
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Karman Holdings Inc. (KRMN $97.10)
Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave
Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.
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Equifax Inc. (EFX $184.61)
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Affirm Holdings Inc. (AFRM $44.92)
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SoFi Technologies Inc. (SOFI $16.89)
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Reddit Inc. Class A (RDDT $141.15)
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Rocket Lab Corporation (RKLB $69.38)
Q: Hi 5i team,
Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!
Cheers,
Steve
Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!
Cheers,
Steve
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goeasy Ltd. (GSY $36.33)
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Kraken Robotics Inc. (PNG $9.15)
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Monolithic Power Systems Inc. (MPWR $1,060.49)
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Zedcor Inc. (ZDC $5.45)
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Kratos Defense & Security Solutions Inc. (KTOS $88.58)
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BWX Technologies Inc. (BWXT $203.93)
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Galaxy Digital Inc. Class A common stock (GLXY $29.08)
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NewMarket Corp (NEU $618.09)
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Telesat Corporation Common and Variable Voting Shares (TSAT $52.45)
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Nebius Group N.V. (NBIS $119.17)
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Rocket Lab Corporation (RKLB $69.38)
Q: What are your top 10 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.
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Bloom Energy Corporation Class A (BE $154.20)
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ViaSat Inc. (VSAT $47.93)
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BWX Technologies Inc. (BWXT $203.93)
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Rocket Companies Inc. Class A (RKT $14.11)
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D-Wave Quantum Inc. (QBTS $15.59)
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Symbotic Inc. (SYM $49.87)
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Rocket Lab Corporation (RKLB $69.38)
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Rigetti Computing Inc. (RGTI $14.93)
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
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
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ViaSat Inc. (VSAT $47.93)
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MDA Space Ltd. (MDA $44.52)
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AST SpaceMobile Inc. (ASTS $89.05)
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Telesat Corporation Common and Variable Voting Shares (TSAT $52.45)
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Rocket Lab Corporation (RKLB $69.38)
Q: Current thoughts on this company? Thank you
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Intuitive Surgical Inc. (ISRG $479.79)
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NVIDIA Corporation (NVDA $177.54)
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CECO Environmental Corp. (CECO $55.25)
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Rocket Lab Corporation (RKLB $69.38)
Q: Sold some NVDA and now want to increase my weight in these stocks. What would be your order to add based on growth potential.
Q: Don't have a position either of the stocks. Looking for the most upside which would you side with?