Q: Can I ask you to comment on these three favourites with your best guess on the potential impact of AI on their future growth and earnings? I'm guessing based on previous comments that if ZDC is already using AI it will probably be net positive. For PNG possibly the same? But in the recent 5i report on KSI one of the potential risks listed was if a major customer developed their own in-house solutions….one could see how AI might facilitate that and end up being a net negative for KSI? Just curious if you have any thoughts or have picked up anything from any public comments from any of these companies? Thank you.
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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: Greetings 5i, much recent Q&A on Zedcor. How long will it take the company to grow into its current valuation? How strong is the balance sheet and profitability? Thank you.
Q: Good Morning
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Your company seems very high on these 2 companies. I have done some research on both but can only invest in one.
Of the two Zedcor and Kracken robotics which would you choose to put in your TFSA and why.
Thks
Marcel
Q: Regardless of sector or size, in which order would you add the following?
Q: Does the selling of 1M shares by Mr, Dean Swanberg impact your current recommendation of ZDC ?
Q: Hi,
Does Zedcor's mid year update/guidance released today meet your expectations? Any concerns or surprises you see in the update?
I purchased it a few weeks prior to your Best Stock Ideas inclusion so the vote of confidence is reassuring. ;)
(Bruce Campbell (Stonecastle) and DKAM also rank it highly).
Cheers,
Steve
Does Zedcor's mid year update/guidance released today meet your expectations? Any concerns or surprises you see in the update?
I purchased it a few weeks prior to your Best Stock Ideas inclusion so the vote of confidence is reassuring. ;)
(Bruce Campbell (Stonecastle) and DKAM also rank it highly).
Cheers,
Steve
Q: Of these three small caps would you own all three at 3 percent? In what order would you start buying? Do you see potential multi baggers?
Q: Good morning ... I have some cash in my TFSA account that I'd like to get working for me.
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick
Between Kneat, Vitalhub and Zedcor which do you see as the best investment for a minimum 5 year hold in terms of providing a combination of capital safety and upside potential.
Thanks, Rick
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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Construction Partners Inc. (ROAD $107.57)
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Shift4 Payments Inc. Class A (FOUR $106.56)
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MDA Space Ltd. (MDA $43.42)
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
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
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Intuitive Surgical Inc. (ISRG $518.62)
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Micron Technology Inc. (MU $114.39)
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Booking Holdings Inc. (BKNG $5,702.90)
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Tourmaline Oil Corp. (TOU $61.99)
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Celestica Inc. (CLS $219.79)
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Descartes Systems Group Inc. (The) (DSG $144.18)
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Kinaxis Inc. (KXS $201.24)
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Thomson Reuters Corporation (TRI $287.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
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TerraVest Industries Inc. (TVK $165.71)
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EQB Inc. (EQB $102.07)
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Aritzia Inc. Subordinate Voting Shares (ATZ $75.31)
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
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Vitalhub Corp. (VHI $12.26)
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CRISPR Therapeutics AG (CRSP $65.13)
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Axon Enterprise Inc. (AXON $756.09)
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Twist Bioscience Corporation (TWST $35.17)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Genius Sports Limited (GENI $11.37)
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Sportradar Group AG (SRAD $30.26)
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Propel Holdings Inc. (PRL $35.79)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Nebius Group N.V. (NBIS $52.79)
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Nvidia CDR (CAD Hedged) (NVDA $39.58)
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
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
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Dollarama Inc. (DOL $187.74)
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goeasy Ltd. (GSY $173.13)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
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WELL Health Technologies Corp. (WELL $4.65)
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Celestica Inc. (CLS $160.12)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Propel Holdings Inc. (PRL $35.79)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
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Luca Mining Corp. (LUCA $1.54)
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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Tantalus Systems Holding Inc. (GRID $3.41)
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Propel Holdings Inc. (PRL $35.79)
Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks
Q: Which will likely return better long-term growth?
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goeasy Ltd. (GSY $173.13)
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Enterprise Group Inc. (E $1.70)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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Zedcor Inc. (ZDC $4.11)
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Vitalhub Corp. (VHI $12.26)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Cellebrite DI Ltd. (CLBT $14.38)
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Propel Holdings Inc. (PRL $35.79)
Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.
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Firan Technology Group Corporation (FTG $11.15)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
Q: For fun, a year from now what order will these stocks be in based on price appreciation, would your answer change if it was a 3 year term?
Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?
Q: Of the three stocks, which is the most promising, financially healthy and likely to produce the best returns? What time frame should one expect?
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Enterprise Group Inc. (E $1.70)
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Zedcor Inc. (ZDC $4.11)
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Vitalhub Corp. (VHI $12.26)
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Axon Enterprise Inc. (AXON $756.09)
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Cellebrite DI Ltd. (CLBT $14.38)
Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?
I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.
I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.
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Dollarama Inc. (DOL $187.74)
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Celestica Inc. (CLS $219.79)
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goeasy Ltd. (GSY $173.13)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.20)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
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WELL Health Technologies Corp. (WELL $4.65)
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Galaxy Digital Inc. Class A common stock (GLXY $37.20)
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Propel Holdings Inc. (PRL $35.79)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
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Luca Mining Corp. (LUCA $1.54)
Q: Hello Team,
Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!
Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!
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Kraken Robotics Inc. (PNG $3.69)
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Zedcor Inc. (ZDC $4.11)
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kneat.com inc. (KSI $5.80)
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Vitalhub Corp. (VHI $12.26)
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WELL Health Technologies Corp. (WELL $4.65)
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D2L Inc. Subordinate Voting Shares (DTOL $14.20)
Q: Of the small cap stocks listed above which ones are the most seriously negatively impacted by tariffs and could be affected existentially?
Which ones do you feel by the construct of their businesses and segements they compete in will survive ?
Which ones do you feel by the construct of their businesses and segements they compete in will survive ?