Q: Thoughts on the quarter?
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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.
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CAE Inc. (CAE $41.20)
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Calian Group Ltd. (CGY $84.09)
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Aritzia Inc. Subordinate Voting Shares (ATZ $118.00)
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Zedcor Inc. (ZDC $5.56)
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MDA Space Ltd. (MDA $41.61)
Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.
Q: MDA SPACE ANNOUNCES RESIGNATION OF BOARD MEMBER ALISON ALFERS
Why?
Is this important?
Thank you..
Why?
Is this important?
Thank you..
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CAE Inc. (CAE $41.20)
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Magellan Aerospace Corporation (MAL $24.73)
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MDA Space Ltd. (MDA $41.61)
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Redwire Corporation (RDW $9.07)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.16)
Q: With the increasing focus on the “space race” and ongoing defense spending innovations I am looking for promising investment candidates to take advantage of those themes.
Could you please provide your assessment of Redwire as an investment option.
Thanks as always,
Dave
Could you please provide your assessment of Redwire as an investment option.
Thanks as always,
Dave
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5N Plus Inc. (VNP $28.60)
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Kraken Robotics Inc. (PNG $8.82)
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Zedcor Inc. (ZDC $5.56)
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Tantalus Systems Holding Inc. (GRID $4.70)
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MDA Space Ltd. (MDA $41.61)
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Propel Holdings Inc. (PRL $21.14)
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Electrovaya Inc. (ELVA $10.62)
Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen
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United Rentals Inc. (URI $842.93)
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WSP Global Inc. (WSP $226.61)
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Stantec Inc. (STN $124.93)
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Thomson Reuters Corporation (TRI $149.58)
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Kraken Robotics Inc. (PNG $8.82)
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Zedcor Inc. (ZDC $5.56)
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Axon Enterprise Inc. (AXON $570.49)
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CECO Environmental Corp. (CECO $54.55)
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EnerSys (ENS $161.69)
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Vertiv Holdings LLC Class A (VRT $249.75)
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Tantalus Systems Holding Inc. (GRID $4.70)
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MDA Space Ltd. (MDA $41.61)
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Karman Holdings Inc. (KRMN $97.14)
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GPGI Inc. Class A (GPGI $23.02)
Q: Do you consider these all industrial?
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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?
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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?
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OceanaGold Corporation (OGC $51.22)
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Hudbay Minerals Inc. (HBM $31.48)
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Pan American Silver Corp. (PAAS $81.96)
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Capstone Copper Corp. (CS $11.52)
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Firan Technology Group Corporation (FTG $19.58)
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Calian Group Ltd. (CGY $84.09)
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Kraken Robotics Inc. (PNG $8.82)
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Silvercorp Metals Inc. (SVM $16.21)
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Aris Mining Corporation (ARIS $26.76)
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MDA Space Ltd. (MDA $41.61)
Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.
Q: Currently I do not own either of MDA or TSAT.
If I bought both would that be an overlap of similarity?
If yes which on would you choose with highest growth potential over the next 5 years?
Thanks
Sheldon
If I bought both would that be an overlap of similarity?
If yes which on would you choose with highest growth potential over the next 5 years?
Thanks
Sheldon
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BCE Inc. (BCE $35.55)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $55.54)
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TELUS Corporation (T $18.88)
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Badger Infrastructure Solutions Ltd. (BDGI $70.75)
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MDA Space Ltd. (MDA $41.61)
Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $260.18)
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CAE Inc. (CAE $41.20)
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Magellan Aerospace Corporation (MAL $24.73)
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Calian Group Ltd. (CGY $84.09)
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Kraken Robotics Inc. (PNG $8.82)
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MDA Space Ltd. (MDA $41.61)
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Telesat Corporation Common and Variable Voting Shares (TSAT $45.16)
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
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Constellation Software Inc. (CSU $2,796.99)
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Cameco Corporation (CCO $156.18)
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Element Fleet Management Corp. (EFN $32.64)
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WSP Global Inc. (WSP $226.61)
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Celestica Inc. (CLS $363.33)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.26)
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5N Plus Inc. (VNP $28.60)
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EQB Inc. (EQB $117.92)
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Aritzia Inc. Subordinate Voting Shares (ATZ $118.00)
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Zedcor Inc. (ZDC $5.56)
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Galaxy Digital Inc. Class A common stock (GLXY $31.06)
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Topicus.com Inc. (TOI $105.98)
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MDA Space Ltd. (MDA $41.61)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $86.68)
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
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Dollarama Inc. (DOL $197.61)
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Alimentation Couche-Tard Inc. (ATD $83.59)
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Mainstreet Equity Corp. (MEQ $184.51)
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Aritzia Inc. Subordinate Voting Shares (ATZ $118.00)
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Tantalus Systems Holding Inc. (GRID $4.70)
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MDA Space Ltd. (MDA $41.61)
Q: Hi,
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!
Q: Hello 5I,
Do you think is it a good entry point at current level? ($35.00)
Do you think is it a good entry point at current level? ($35.00)
Q: MDA falling fast, lawsuit, what to do now?
Thank you.
Thank you.
Q: Have made my tfsa contribution for 2026 and trimmed some winners and added some themed growth ideas.
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David
It's now a decision to add MDA or CGY. Both are performing well which would you choose or split the position between them both at this time.
Thanks
David
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Lockheed Martin Corporation (LMT $655.00)
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Northrop Grumman Corporation (NOC $740.01)
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Waste Management Inc. (WM $246.09)
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WSP Global Inc. (WSP $226.61)
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Comfort Systems USA Inc. (FIX $1,348.22)
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SPX Technologies Inc. (SPXC $211.90)
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Stantec Inc (STN $91.51)
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GFL Environmental Inc. subordinate voting shares (GFL $61.28)
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MDA Space Ltd. (MDA $41.61)
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Karman Holdings Inc. (KRMN $97.14)
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?
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WSP Global Inc. (WSP $226.61)
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Axon Enterprise Inc. (AXON $570.49)
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Trane Technologies plc (TT $436.36)
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RTX Corporation (RTX $203.86)
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MDA Space Ltd. (MDA $41.61)
Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you
Q: Wondering if this stock is worth long term investment
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General Dynamics Corporation (GD $360.70)
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Lockheed Martin Corporation (LMT $655.00)
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Northrop Grumman Corporation (NOC $740.01)
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CAE Inc. (CAE $41.20)
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AeroVironment Inc. (AVAV $220.56)
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Kraken Robotics Inc. (PNG $8.82)
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Kratos Defense & Security Solutions Inc. (KTOS $85.54)
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RTX Corporation (RTX $203.86)
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Palantir Technologies Inc. (PLTR $152.67)
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MDA Space Ltd. (MDA $41.61)
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Karman Holdings Inc. (KRMN $97.14)
Q: what would your top 10 defense stocks be?
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Cameco Corporation (CCO $156.18)
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Celestica Inc. (CLS $363.33)
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State Street SPDR S&P Aerospace & Defense ETF (XAR $278.77)
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MDA Space Ltd. (MDA $41.61)
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Global X Defense Tech ETF (SHLD $75.00)
Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.