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5i Recent Questions
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Read Answer Asked by John on October 27, 2025
Q: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Read Answer Asked by Meagan on October 15, 2025
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