Investment Q&A

Q: Do you know of any reason why Karman is down over 15% today (Wednesday)? I don't see any news. Is it just volatility? Thanks.

Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?

Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon

Q: what would your top 10 defense stocks be?

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

Q: Just read Peters small cap article in the post.
Pls list 3 for Canada & 3 for U.S. for future growth.
Tks in advance

Q: Hi Peter,
What will be your preferred order of purchase for these four stocks: NBIS, KRMN, HOOD, and ENS? Please also advise good entry price for these four. Thanks.

Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?

Q: Hello 5i
Could I have your 5 top picks for small caps stock in Canada and the US.
Thank you
Dave

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Q: A question for Peter. NVDA, AXON and ISRG are examples of great companies, that you have followed and recommended for years. Which 2 or 3 companies do you have your eyes on, that may become the next group of great companies in the next 10-15 years. A brief explanation of why each of these companies may become great, would be appreciated. Thanks for this excellent service!

Q: Hi 5i Team,

I was reading one of your recent responses where the idea came up that small caps are “long overdue” for a run. I’ve been hearing the same sentiment on CNBC and from other market commentators, so it got me thinking.

I’m not fully convinced that something is necessarily due to outperform just because it hasn’t gone up in a long time. I’m not sure how much of this is genuine opportunity versus a narrative around sector rotation. Large caps have treated me fairly well since I started investing, whereas my early experience with small-cap mining stocks was, frankly, a disaster.

That said, markets often move on sentiment and momentum as much as fundamentals. If enough people believe small caps are about to run, they often do — regardless of whether they’re truly “overdue.”

With that in mind, I’m curious:
If you had to narrow it down to five small-cap names to choose from for a potential small-cap run, which ones would you consider most attractive right now — either due to fundamentals, positioning, or momentum?

I realize Nike isn’t a small cap, but if I can’t get comfortable with a small-cap thesis, I’d likely just default to something like that. I’ve also wondered whether a beaten-down name like Krispy Kreme would qualify as a small-cap candidate with rebound potential.

In short, I’m looking for a short list of small caps that could realistically double or triple if the “small caps are going to run” narrative plays out.

Thanks, and I appreciate your insight.

Best regards,

Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

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

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: This has come up in questions and answers as a growth stock pick with recovery potential. Can you please briefly comment on valuation and on the investment thesis? Thanks.

Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise

Q: hi folks, watched Ryan's interview with John Erlichman, Ryan mentioned Karman Krmn/q....thoughts on Q3 results, currently down 18%....still like??....thx JB

Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?