Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!
Thanks!
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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: Can you provide me with your analysis/views on ULTA, the last question on ULTA was on June 2, 2025. Thank you.
Q: Is AAPL a buy right now? Why is it down so much?
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The Kraft Heinz Company (KHC $23.58)
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Sandisk Corporation (SNDK $470.80)
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Honeywell International Inc. (HON $221.16)
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Celestica Inc. (CLS $422.46)
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S&P Global Inc. (SPGI $535.23)
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KBR Inc. (KBR $43.43)
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Keurig Dr Pepper Inc. (KDP $27.70)
Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx
Q: What do you think about this company for domestic enrichment in the US for their supply chains/critical needs; and valuation/growth prospects?
Q: Hi there,
Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?
Thanks.
Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?
Thanks.
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Costco Wholesale Corporation (COST $977.67)
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Alphabet Inc. (GOOG $333.59)
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Microsoft Corporation (MSFT $470.28)
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NVIDIA Corporation (NVDA $186.47)
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Mastercard Incorporated (MA $527.36)
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Visa Inc. (V $328.49)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.84)
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State Street SPDR S&P 500 ETF Trust (SPY $692.73)
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INVESCO QQQ Trust (QQQ $625.46)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $113.98)
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Palantir Technologies Inc. (PLTR $167.47)
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ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you
Thank you
Q: Hi team, here are 3 growthy early stocks that have caught my interest; already have a double on on PL of my very tiny investment. Please share your thoughts on these 3. thanks
Q: If you were staring a position today for a long term hold, would you go with Amazon or Broadcom?
Q: McCormick, buy sell or hold?
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Micron Technology Inc. (MU $389.09)
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Advanced Micro Devices Inc. (AMD $251.31)
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uniQure N.V. (QURE $25.27)
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Lemonade Inc. (LMND $89.88)
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MP Materials Corp. (MP $63.44)
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AST SpaceMobile Inc. (ASTS $104.78)
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IREN Limited (IREN $52.36)
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Rocket Lab Corporation (RKLB $80.48)
Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.
Q: Why the Brk.B is getting weak for these days. Seem like no matter what the new CEO done, ppl don’t trust him.
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Micron Technology Inc. (MU $389.09)
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NVIDIA Corporation (NVDA $186.47)
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VanEck Vectors Semiconductor ETF (SMH $398.82)
Q: SMHX doesn't come up in your data base. What are your thoughts on it VS the SMH for more focused semi design exposure? How do they compare?
thx, M
thx, M
Q: You may not have recent information on this company but if you do, I would like to know if the reason for its drop over the last few months is solely due to the class action. Regardless of the reason(s) for its drop, it has been volatile in past years and recovered, so wonder if you think the current downtrent is significantly different and low investor interest would mean a slow recovery? No new questions have been asked here recently. If you don't think the class action will create long term damage then can you please evaluate the company?
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.
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Intuit Inc. (INTU $561.77)
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Workday Inc. (WDAY $190.85)
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ServiceNow Inc. (NOW $136.34)
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MongoDB Inc. (MDB $411.25)
Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.
thx, M
thx, M
Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?
Q: Can you please give me your thoughts on ISRG, for a continued hold. I am a longer term hold investor but do wonder if this position wouldn't be best elsewhere in the health care sector. I have ABBV already, thanks to a 5i suggestion a couple of years back. Many thanks
Q: Hi Team,
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?
Thanks,
Shane.
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?
Thanks,
Shane.
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Amazon.com Inc. (AMZN $238.42)
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Broadcom Inc. (AVGO $324.85)
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Meta Platforms Inc. (META $672.36)
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Alphabet Inc. (GOOG $333.59)
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Microsoft Corporation (MSFT $470.28)
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Micron Technology Inc. (MU $389.09)
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NVIDIA Corporation (NVDA $186.47)
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Arista Networks Inc. (ANET $143.72)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $332.71)
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VanEck Vectors Semiconductor ETF (SMH $398.82)
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Vertiv Holdings LLC Class A (VRT $181.23)
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Palantir Technologies Inc. (PLTR $167.47)
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Tortoise AI Infrastructure (TCAI $32.93)
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
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
Q: KSCP your view on this one please
many thanks
many thanks