Investment Q&A

Q: Hello 5I Research
I own a small position in CTS at a loss and own HPS.A with a very nice gain. I would like to switch CTS to HMM.A , which one you think will be high in 5 years .
Thanks

Q: Hello! I currently have enough funds to invest in a single stock within my TFSA. I’m considering two options: LMN and HPS.A. Could you please provide your insights on which one I should purchase first? Additionally, I’m curious about their growth potential in the future. Are either of these stocks considered potential “10-baggers”? Your guidance would be greatly appreciated. Thank you! 🌟

Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave

Q: Hmm.a is a spin off from Hps.a. Which one has more growth potential? Do they overlap in terms of business? Will you own both or one, which one?

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: Hi

I am up 114% on HPS.A in my TFSA.

Do I let run?
Sell half and let it run on the free shares?
If I do sell half what would you suggest?

Presently have DRX, RCIV, LMN, PRL, WELL, XIT, XSU in my TFSA.

Thank you
Mike

Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Q: What is your opinion of Hammond Power? Should I be buying it? Thank you

Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve

Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.

Q: I have a question about HPS. This is a small company that seems to have recently come on your radar, noting staggering growth in a stable market. With this growth rate it is still small, just cresting the 1B market value recently.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.

Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you

Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…

Q: Are there any small cap names on your radar that have been growing their top line and profits every year that appear to have a long runway of growth ahead of them -or any that you're excited about?
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.

Thanks very much

Q: Not a question, but a comment. And not sure if it’s relevant or not.

I’ve been involved in the electrical industry for 35+ years and have been aware of Hammond from a users perspective for much of that time. They’re noted for having good equipment, debatably the Honda or Toyota of relatively small dry type electromagnetic gizmos. Not the least expensive, but good value. It’s reliable, available, and therefore rather ubiquitous in industrial electrical rooms. I own the company not only because of your endorsement but because I like their products.

Similar comment with Powell. Pretty good equipment from a technical perspective and reasonably priced. Good innovators and flexible offerings. They seem to be winning lots of fully evaluated tenders.

One last comment. If privately-owned Schweitzer Engineering Laboratories Inc. ever goes public, consider buying. Fabulous relays and communication equipment for the utility and industrial power system space, and exceptional service.

Q: Its been having a nice and steady move to the right. At what price does the valuation look fair? Also with all the talk of EV sales slowdown will this have an impact on the demand for their products? Not sure what % of their rev / sales is tied to the EV market.

Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.

Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Q: Hi Team,
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?

Thanks,
Shane.