Investment Q&A

Q: I would appreciate your thoughts on Axon earnings yesterday and if you still feel it is buy going forward .
Thank you
Steve

Q: Dear Peter et al:

Your answer to Judith on April 12 2026 was so prescient! At that time I thought you were "irrationally exuberant"! :) Little did I know that your call was uncanny! Spitting distance from 200 that you predicted just 3 weeks ago. I am glad that I held on to my stocks!

Are you going to revise your price target?

An AMAZING call.

Q: I’m planning to reduce my Five Below exposure from 11% to 8% to manage position sizing. I am evaluating ADP as a replacement, given its historically low P/E and Dividend King status. Is this a logical entry point for ADP, or are there other U.S. equities I should consider instead for growth. Thanks

Q: HMM.A has come to life over the last couple of weeks. What is your current opinion of this neighbour of HPS.A?

Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.

Q: Hi Everyone at 5I!

Wow! I have never seen a stock go up 50% in one day!! What gives?? I bought this for $50 and it cracked $800. It has been going up steadily but this was a terrific jump.( I expect some pull back). Why did it rise so swiftly and what might be its longer term prospectus?? Your opinion would be much appreciated!!

Cheers,
Tamara

Q: Any thoughts on Xanadu today?

Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!

Q: Kraken Robotics stock has been on a downward trajectory, since early March, this year, losing about 30% value, from the high of $10.72. Even recent results failed to reinvigorate the stock and it continues to drift lower.

We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.

What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?

Thanks

Q: Please rank this group for growth and risk over the next 2-3 years. Thanks for your great advice. Steve

Q: Please rank for growth over the next 2-3 years

Q: When advising children who are young adults on building a portfolio in RRSP, do you recommend ETFs or individual stocks? Assuming one isn't buying and selling what individual stocks (4 in US and 4 in Canada) do you feel will still be around in 50 years and work well in a Gen Z RRSP portfolio. I imagine in 50 years, technology could be vastly different, but a bank or a rail will not disappear. Thank you!

Q: Hello,

VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?

Thanks

Q: Understand size and sector differences. Adding to a diversified portfolio, + 3 % in dollars of current. What rank in order to purchase for 3-5 year hold? (I see CLS moving favourably in pre-market).

Q: The PM phones your office and tells you that he wants to demonstrate to the economic leaders of the world that Canada is a great place for them to be investing money in smaller, promising businesses. He asks you to provide a demonstration of this by selecting a group of about a dozen Canadian corporations with a market cap under $10 billion that can be expected to perform very well over the next few years. Which companies would you select for the PM to represent the potential in the Canadian market?

Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Q: Can you please comment on reclassification news and what these means to the sector. Would you step in, do you see a bright future, what would your top 3 choices be ranked in order.

Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks