Investment Q&A

Q: Which of these two would you rank higher?

Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks

Q: Why is krmn dropping this much?

Thanks,

Milan

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: How would you rank the listed names for buying today for a growth oriented investors?

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.

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,