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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.

Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
Read Answer Asked by David on July 08, 2025
Q: PNG questions:

- What was the catalyst in mid-2024 that finally created a break-out in stock price?

- Why is it such a high-conviction 5i Research stock now compared to back a few years ago ?

- Do we know anything about the quality of management?

- What is the quality of the balance sheet ?

- How out of line is the current valuation of this stock ?

- Does it have similar runway potential that a LMN and TOI might have (with reference to success of CSU) ? ......acknowledging of course that they are in different sectors.
Read Answer Asked by James on July 03, 2025
Q: Are there US stocks that fall under the buying opportunity for 3-5 years compared to a Long term hold ( > 5 years ). Or vice versa.

Can you please suggest 5 for each? Do you prefer US or CND equities these days, and why?

Thanks
Read Answer Asked by Nick on July 02, 2025
Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
Read Answer Asked by Bill on July 01, 2025
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Read Answer Asked by Gilles on June 27, 2025
Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks
Read Answer Asked by Gary on June 26, 2025
Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim
Read Answer Asked by jim on June 25, 2025
Q: Dear 5i
Which one of the above five stocks would be your preference for in a TFSA account ?
What would be your overall order of preference ?

Thanks
Bill C
Read Answer Asked by Bill on June 20, 2025
Q: With PNG's bought deal and the stock trading down close to the bought price of 2.66, is this an opportunity to add to position at a bit of a discount? The thesis is once the bought deal is finished, the company and stock should continue to perform as well, if not better, as it was before the deal. The new money will fund expansionary growth and as the company hinted at, perhaps finance an acquisition. Make sense?
Read Answer Asked on June 19, 2025
Q: Thank you for your continued source of guidance and information.
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry
Read Answer Asked by Terry on June 13, 2025
Q: Have a small position in VHI, nothing in PNG and MDA. If you were to rank these three based on risk/reward and growth potential, how would you rank them for buying currently and a quick reason why? Thanks!
Read Answer Asked by Keith on June 13, 2025
Q: Of which listed names would you be most inclined to start a new position; for growth in TFSA accounts (granted some size difference)?
Read Answer Asked by David C. on June 03, 2025