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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: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry
Read Answer Asked by Terry on April 15, 2026
Q: Good morning 5i Team,

I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......

The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.

Thanks for all you do.
Read Answer Asked by Jerry on April 15, 2026
Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You
Read Answer Asked by Stephen on April 14, 2026
Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!
Read Answer Asked by Michael 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: Hello team,

Have your views changed since Nvidia invested $2 billion in MRVL and announced a partnership in March 30th to connect Marvell Technology to its AI data center and AI-RAN. The two also will work together on AI networking, including optical interconnects and silicon photonics.

Since then MRVL has gone from $87 to $128. Time to buy some?

Thank you for your extraordinary investment insight!
Read Answer Asked by Saeed on April 13, 2026
Q: Please comment on the company and its latest Q4,2025 .It has dropped sharply since late 2025 to hit 5 year low today.Buy,Hold or Sell.Thanks for u usual great services & views Great te see Ryan on Markeet Call recenty,and C White ia appearing this coming Monday
Read Answer Asked by Peter on April 13, 2026
Q: Good morning !
Here are two good entreprises that are are far from to participate at the recent nasdaq rally, probably because they are included in the software industry. Are we to understand they are definitely on the bearish road? What is your opinion on the future of these entreprises? What would you say to an investor who the stocks, hold or sell?

Thank you very much for professional support
Read Answer Asked by Gabriel on April 13, 2026
Q: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.

Look forward to your insights.
Read Answer Asked by Judith on April 12, 2026
Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.
Read Answer Asked by Michael on April 12, 2026
Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you
Read Answer Asked by Nick on April 12, 2026
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