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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: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "

is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?

thanks as always
Read Answer Asked by joseph on February 03, 2026
Q: Hi 5i,

In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?

Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.

Thank you,

Greg C.
Read Answer Asked by GREGORY on February 03, 2026
Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.
Read Answer Asked by CP on February 02, 2026
Q: Hi Super Team!

Apologies for one of those “apples to oranges”kind of questions but I have some cash to deploy and am deciding between SE and ELVA.

I realize they are very different but if I’m looking for projected growth, reasonable valuation and some strong fundamentals which would you pick today?

This is for a 3-5 year hold and is a 3% allocation in terms of my total portfolio.

As always, thank you so much for all you do.
Read Answer Asked by Josh on January 30, 2026
Q: What handful of small to mid cap companies do you see as having home run/Palantir type potential? I don’t care what exchange the companies are listed on. I’m willing to be patient and realize your picks are purely speculation.
Thanks
Read Answer Asked by Curtis on January 30, 2026
Q: Hi Group looking at selling FFH+ GSY+BYD ( While I still have some profits in BYD and FFH...GSY seems like dead money down 20% and use funds to start positions in CLS And GDXJ Both would would be in my TSFA) what do you think? looking for Max growth in my TSFA...Also what would your top 3 picks be using this same criteria ....PS am 74 years old
Read Answer Asked by Terence on January 30, 2026
Q: Hi 5i team, Thanks for the amazing work you do !
I have an 18 and 20 year old. Would like your recommendations for sticks to invest in for Growth. They invested in SBET last year but SBET went down drastically. Would you recommending selling, holding SBET? They both have 7K to invest in their TFSa’s . What stocks and proportion do you suggest? Thank you, please as many credits as needed.
Read Answer Asked by Dimitrios on January 29, 2026
Q: what would your top 10 defense stocks be?
Read Answer Asked by hal on January 28, 2026
Q: Hi, many investors DCA into index funds. If you were to choose five CDN and US quality long term compounders to DCA into that are going to beat the market over the next 5,10,15 years, what would they be? Thank you!
Read Answer Asked by Keith on January 27, 2026
Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question



Read Answer Asked by John on January 26, 2026
Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,
Read Answer Asked by Anthony on January 23, 2026
Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra
Read Answer Asked by Sandra on January 23, 2026
Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?
Read Answer Asked by kwokwai on January 21, 2026
Q: Hi,
I am interested in starting positions in CLS, ZDC and GRID. Do you think their current prices are a good entry point? And for CLS, I see they are expected to report earnings at the end of the month. Would it be wise to wait for that?
Thanks
Read Answer Asked by Connor on January 20, 2026
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