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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: This NYSX, Technology ETF inception date is March 25, 2026 so it has a very low AUM at the moment. IMO the fee is reasonable at approx. 0.09% in the 3 versions. As part of the investing strategy it uses P/S ratio. Does this mean it gives a higher weighting towards technology stocks that appear cheaper? If I was interested in purchasing the NYSX:US version. How would you suggest I do it since the trading volumes are very low and the bid/ask spread likely high? Many thanks for your advice.
Read Answer Asked by Ian on April 16, 2026
Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?
Read Answer Asked by Neil on April 16, 2026
Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.
Read Answer Asked by Peter on April 16, 2026
Q: Hello,

Microsoft is trading at its lowest valuation in nearly a decade at 23x earnings, despite Azure growing at 39% and overall revenue up 17% last quarter. By comparison, Alphabet trades at 29x earnings despite lower revenue growth than Microsoft since 2023 (31% vs 44%), and lower net margins (33% vs 39% for Microsoft). That said, Google Cloud is growing at 48%, faster than Azure, which could partly justify Alphabet's valuation premium. Given Microsoft's dominant position in enterprise cloud, its AI integration through Copilot with 15 million paid seats, and this valuation divergence with Alphabet, do you see Microsoft's current valuation as a genuine opportunity for long-term investors? Does Google Cloud's faster growth represent a significant competitive risk for Azure over the medium term? And what are the other key risks that could prevent Microsoft from returning to its historical valuation levels?

Thanks
Read Answer Asked by Charles on April 16, 2026
Q: Hello 5i Team,

Following up on your answer to Sandra's question on April 11th re: beaten down U.S. software stocks, could you please rank the top 5 choices in order for a 3+ year hold.

Also, where would CSU rank if it was included as a 6th stock in this list?

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on April 16, 2026
Q: Does QQQ provide sufficient exposure to AI and AI build out stocks ? If not, what are some ETFs that generally cover tech stocks as well as AI and AI build out ? Are any such ETFs listed on TSX ?
Read Answer Asked by Thomas on April 16, 2026
Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?

Read Answer Asked by John on April 15, 2026
Q: Nebius has hit 10% of my total portfolio today. What % would you par this back to? And what top 5 alternative names in sequence of priority would you consider re investment? Assume portfolio is currently diversified in a balanced manner. This would be a long term hold > 5 years.
Read Answer Asked by Chris on April 14, 2026
Q: How important to SHOP is this news?
""TALLINN, Estonia, April 09, 2026--(BUSINESS WIRE)--Today, Katana (katanamrp.com) announced its evolution from cloud inventory management software into the Modern Merchant Operating System, a unified platform purpose-built for product brands selling across multiple channels and locations. The announcement comes alongside the launch of Katana’s native Amazon FBA integration, the first in a series of platform capabilities designed to give multi-channel merchants a single source of truth for their entire operation.''
Read Answer Asked by Yves on April 14, 2026
Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.
Read Answer Asked by Adam on April 14, 2026
Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.
Read Answer Asked by Alex on April 14, 2026
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