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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: Hello team,

What do you think of CRM these days? It continues to fall most likely due to the AI fears?

Given their decent quarterly report in December, strong balance sheet, 2026 margin expansion and further adoption of Agentforce, insider buying activity (recently David Kirk $500k and Mason Morfit $25 million through his firm), CRM’s accelerated program to retire shares ($3.8 billion spent in the 3Q), and increased target prices from $340.00 (Goldman Sachs) to $430 (Citizens JMP), would you buy or hold?

Would you be concerned about competition from likes of Adobe (Firefly/GenStudio), Microsoft (Copilot) and Service Now (AI Agents)? Or are these products rather complimentary? What is CRM’s moat and how strong is it against encroachment by other giants?

Thank you for sharing your thoughts.

(I asked this question twice already in the first few days of January and then yesterday, but I didn’t get any reply. Perhaps the 3rd time is the charm. No worries though! I suspect it was my computer. I just wanted to wish everyone at 5i, the greatest investment advising team, the best for 2026 again!)
Read Answer Asked by Saeed on January 14, 2026
Q: Is it time to give META a break? I was looking for some growth and RDDT has been a great one. What do you think about taking my META allocation of 2% and adding it to RDDT to bring it to a larger position? I can revisit META another time. Or would you suggest keeping both…or taking the profit on RDDT and adding to META? Wayfair looks interesting as well.
Read Answer Asked by Gregory on January 14, 2026
Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part
Read Answer Asked by regent on January 13, 2026
Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al
Read Answer Asked by alex on January 13, 2026
Q: Your market data shows next year earnings estimate of $3.21, which gives a PEG of around 1. Your previous comments indicate this as a company that should be a good investment over the long term. However, you are cautious about buying given the WB deal : the politics, and possible biding war.
If you don't recommend taking a quarter position at the current price $89, what events would signal to you that it was time to pull the trigger on a buy?
Read Answer Asked by michael on January 13, 2026
Q: I own these 3 low dividend paying stocks on the USD side of my RRIF. All of them have done well. For my mandatory 2026 withdrawal, I plan to do a transfer in kind to my TFSA of whichever one you believe has the best growth going forward. All three will continue to be long-term holds either way.
Thank you for your wonderful service! I seldom ask questions but I benefit from reading the question section daily.
JaneN
Read Answer Asked by JANE on January 13, 2026
Q: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.

Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Read Answer Asked by Patrick on January 13, 2026
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare
Read Answer Asked by sam on January 13, 2026
Q: I wanted to get your take on RKLB. I’m currently up 95% on my position, but with the recent parabolic move, I’m starting to feel it’s taking on 'meme stock' characteristics and getting ahead of its fundamentals.

My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"
Read Answer Asked by Cyril on January 13, 2026
Q: hello 5i:
Years ago, we bought PANW as, back then, you considered it a "best of breed". We are not at all unhappy with results. But in continuing the "best of breed", do you see CRWD as being sufficiently "better enough" to warrant making a trade? This is not a short term hold. Can you also comment on the possibility of CRWD being acquired (doubtful that PANW) could or would be.
thanks
Paul L
Read Answer Asked by Paul on January 12, 2026
Q: Hi Everyone!
It seems to me that Quantum computing is of great interest , having read the following: “ …last Nov. Photonic inc, Xanadu and Nord Quantique advanced to the second stage of the Quantum Benchmarking Initiative, led by the United States Defense Advanced Research Projects Agency, a military backed research program that aims to build a useable quantum computer by 2033.”
Are any of these companies considered investable by you or are there any others, or are things premature at the moment? It would be nice to get in early in a company with good potential.
Cheers,
Tamara
Read Answer Asked by Tamara on January 12, 2026
Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.
Read Answer Asked by Merrilyn on January 12, 2026