Investment Q&A

Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?

Thank you in advance for your great advice!!

Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.

As drones become more ubiquitous which manufacturer[s] do you think will lead the way?

What are the best pick & shovel company's to bet on in the drone gold rush?

Thank you.

Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks

Q: Greetings 5i,

AVAV has poped up and seems interesting. What does 5i think of this drone company? It produces and works on Military drones, Agriculture drones, surveillance drones, research, etc. Has had quite a run up lately.

Cheers!

Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.

Q: Looking to invest in a company that is strong in the production of commercial and industrial drones. Pls give me your opinion on Irobot, and suggest others

Q: Could you comment on stocks CA and US that would benefit from a major conflict between the US and either Iran or China?

Thank you

Q: I have a long term outlook and high risk tolerance.

Can you recommend a few ways to play the drone technology, for those that feel they will be used for delivery services.

Best regards

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: Drones seem to have a bright future for commercial and gov't uses. Are there any companies that you might recommend to invest in this trend?

Q: Hello,
Can you recommend an exchange listed (Canada and /or USA) drone detection company?
Thanks,
Morris

Q: An American stock, but if you have views, may we hear them?

Thank you!

Q: What would be your suggestion to invest in a company that makes drones whether Canadian or American and what would you think of this as an investment strategy?
Cheers, Peggy

Q: Do you have a recommendation for a company to invest in with respect to drone technology?

Q: Good Morning ,
Are there any existing
pure plays in the
production of public
use air drones .
Which cos with decent
balance sheets and cash flow would you
recommend ?
Thank you

Q: HI 5I TEAM,
Thank you for your awesomeness, i have some cash 15k looking & thinking to invest in drones with military preference, which of the companies do you see as best 2-3yr with good potential? Do I buy in cash or RRSP Acct? I do have WPM in US $acct which I would like to sell? your thoughts?
Thought on the ETF I am 60 yr old. Looking for income.
Thank you

Q: With all the talk with electric cars (tesla) what companies should i focus on that will provide the electricity to charge these cars, charging stations, and unique components used in these types of cars. Long term thinking.

Q: If you wanted to invest in a company that is in the area of robotiks what would your first and second choices be and why?

Q: When I sent this yesterday, I did put in the name of the companies, as well as the symbols.
I will give it another try. Aerovironment (AVAV) and Ultimate Software (ULTI). Hope this works. Both these companies are U.S.
I know these companies have had questions submitted in the past, but I am now unable to access. Thanks.