Q: BKSY has been on a run. Perhaps somewhat due to the excitement around the Artemis mission? Would you recommend taking profits at this point and reentering when the hype dies down or ride the rocket to the moon?
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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: BKSY caught some wind in its sails. Should I stay aboard?
Q: Can I get a breakdown and analysis of the results for Blacksky please, and what you see for this company going forward.
Pete in Calgary.
Pete in Calgary.
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Intuitive Surgical Inc. (ISRG $462.28)
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AeroVironment Inc. (AVAV $186.94)
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CECO Environmental Corp. (CECO $62.61)
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Vertiv Holdings LLC Class A (VRT $281.03)
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Ondas Inc (ONDS $9.45)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Rocket Lab Corporation (RKLB $69.08)
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Voyager Technologies Inc. Class A (VOYG $28.11)
Q: I want to free up some US cash, in what order would you sell these stocks.
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Lumentum Holdings Inc. (LITE $896.02)
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Teradyne Inc. (TER $358.29)
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nVent Electric plc (NVT $127.11)
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Ondas Inc (ONDS $9.45)
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Applovin Corporation (APP $391.20)
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Genius Sports Limited (GENI $4.38)
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Robinhood Markets Inc. (HOOD $71.83)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Sezzle Inc. (SEZL $69.49)
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Karman Holdings Inc. (KRMN $87.75)
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Voyager Technologies Inc. Class A (VOYG $28.11)
Q: How would you rank the listed names for buying today for a growth oriented investors?
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MDA Space Ltd. (MDA $40.73)
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AST SpaceMobile Inc. (ASTS $96.46)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Rocket Lab Corporation (RKLB $69.08)
Q: Hi there, what is your opinion on space exploration? Also, what company or basket of companies do you feel would be worth investing in, in this area?
Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?
https://www.wealthsimple.com/en-ca/portfolios/income
Thank you!
Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?
https://www.wealthsimple.com/en-ca/portfolios/income
Thank you!
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AeroVironment Inc. (AVAV $186.94)
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Kratos Defense & Security Solutions Inc. (KTOS $74.46)
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AST SpaceMobile Inc. (ASTS $96.46)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Rocket Lab Corporation (RKLB $69.08)
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Karman Holdings Inc. (KRMN $87.75)
Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave
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Descartes Systems Group Inc. (The) (DSG $93.08)
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goeasy Ltd. (GSY $32.49)
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Vitalhub Corp. (VHI $6.99)
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Topicus.com Inc. (TOI $92.83)
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Tantalus Systems Holding Inc. (GRID $5.05)
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Cellebrite DI Ltd. (CLBT $13.43)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Propel Holdings Inc. (PRL $19.48)
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Lumine Group Inc. (LMN $22.01)
Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?
Thanks
Tim
Thanks
Tim
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Constellation Software Inc. (CSU $2,414.73)
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Descartes Systems Group Inc. (The) (DSG $93.08)
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Thomson Reuters Corporation (TRI $119.22)
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goeasy Ltd. (GSY $32.49)
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Vitalhub Corp. (VHI $6.99)
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WELL Health Technologies Corp. (WELL $3.92)
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Topicus.com Inc. (TOI $92.83)
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Tantalus Systems Holding Inc. (GRID $5.05)
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Cellebrite DI Ltd. (CLBT $13.43)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Propel Holdings Inc. (PRL $19.48)
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Lumine Group Inc. (LMN $22.01)
Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?
Thanks
Tim
Thanks
Tim
Q: hi folks, thoughts on Q3 results for Blacksky, Bksy/q....do you still like it? or is there to much uncertainty in their Sector....looks like stock going to take a hit, thx jb
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Oracle Corporation (ORCL $143.66)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Sportradar Group AG (SRAD $16.63)
Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?
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CECO Environmental Corp. (CECO $62.61)
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Genius Sports Limited (GENI $4.38)
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Cellebrite DI Ltd. (CLBT $13.43)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Sportradar Group AG (SRAD $16.63)
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Karman Holdings Inc. (KRMN $87.75)
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Limbach Holdings Inc. (LMB $83.97)
Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.
Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.
Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you
Q: 5i,
what is driving BKSY down today?
what is driving BKSY down today?
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Alphabet Inc. (GOOG $314.74)
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Micron Technology Inc. (MU $406.73)
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Celestica Inc. (CLS $443.10)
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goeasy Ltd. (GSY $32.49)
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Kraken Robotics Inc. (PNG $8.42)
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Zedcor Inc. (ZDC $5.21)
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Axon Enterprise Inc. (AXON $391.53)
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Genius Sports Limited (GENI $4.38)
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Robinhood Markets Inc. (HOOD $71.83)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Brookfield Corporation Class A Limited Voting Shares (BN $58.23)
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Nebius Group N.V. (NBIS $125.00)
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Thanks for all you do. Gilles
Q: any news or insight that is driving the recent gains? is it over valued and if one has gains better to trim the position or it has legs now that it is close to 1B market cap?
Q: Thanks for this idea, Bloomberg Space profiled the satellite imagery industry as in high demand, especially in Europe:
"The rebranding comes during a lucrative year for Earth observation companies like Vantor and competitors like Planet Labs and BlackSky Technology. These firms have seen a spike in deals, revenue and stock prices as countries realize the need for real-time Earth observation data in an increasingly unstable and geopolitically tense world.
European nations in particular have been driving this demand as they seek to lessen their reliance on the US for space-based military capabilities. In March, President Donald Trump’s administration temporarily suspended satellite imagery sharing with Ukraine, which is used to inform the location of Russian troops and infrastructure damage during the war."
"The rebranding comes during a lucrative year for Earth observation companies like Vantor and competitors like Planet Labs and BlackSky Technology. These firms have seen a spike in deals, revenue and stock prices as countries realize the need for real-time Earth observation data in an increasingly unstable and geopolitically tense world.
European nations in particular have been driving this demand as they seek to lessen their reliance on the US for space-based military capabilities. In March, President Donald Trump’s administration temporarily suspended satellite imagery sharing with Ukraine, which is used to inform the location of Russian troops and infrastructure damage during the war."
Q: Which of the two companies are you more bullish on? Mid - Long term hold in a tfsa.
A reason please. Thank you
A reason please. Thank you
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Alphabet Inc. (GOOG $314.74)
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Crocs Inc. (CROX $97.08)
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Parsons Corporation (PSN $58.00)
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Celsius Holdings Inc. (CELH $36.02)
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Genius Sports Limited (GENI $4.38)
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Cellebrite DI Ltd. (CLBT $13.43)
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BlackSky Technology Inc. Class A (BKSY $33.41)
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Sportradar Group AG (SRAD $16.63)
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Nebius Group N.V. (NBIS $125.00)
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TSS Inc. (TSSI $13.30)
Q: Hello Team,
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Looking at adding some funds to US stocks I already own, are you able to rank these in order from 1 to 10 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!