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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: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!
Read Answer Asked by Keith on March 19, 2026
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.
Read Answer Asked by Kim on March 19, 2026
Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you
Read Answer Asked by ric on March 19, 2026
Q: Hello! Thank you for all you do. Tax prep this year was an eye opener. I would like to simplify my life. I would like to simplify my US holdings for tax purposes by selling the individual companies an holding an ETF in Canadian funds which hold top blue chip US companies. I no longer want to keep record of exchange rates when buying and selling US stocks years later. Can you recommend some that have a low MER and a good yield?
Read Answer Asked by Lucy on March 19, 2026
Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.
Read Answer Asked by steve on March 19, 2026
Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down
Read Answer Asked by arnold on March 19, 2026
Q: Hi 5i, I’m selling Walmart and looking to buy four company’s in the consumer stapes area, two companies that are retailers and two that sell to the retailers. I’m looking for at least a two percent dividend, what do you think of Tgt and Mdlz and Nsrgy? TGT looks like it’s bouncing off a bottom. Also can you name a few companies that you would recommend. Appreciate the help
Read Answer Asked by Mark on March 18, 2026
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks
Read Answer Asked by Nick on March 18, 2026
Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Read Answer Asked by Nick on March 18, 2026
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Read Answer Asked by GeeMac on March 18, 2026
Q: Hi, Your thoughts for 4 stocks: RGTI Rigetti Computing,
QBTS D-Wave Quantum, QUBT Quantum Computing Inc.
IONQ IonQ,Inc.
Thanks Have a nice day. Jean Guy
Read Answer Asked by Jean Guy on March 18, 2026
Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?
Read Answer Asked by Graeme on March 18, 2026
Q: Could have I an update on your views on Medtronic’s and Qualcomm. Its hold in a RRSP. Would you suggest 1-2 companies for each one with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Read Answer Asked by Olivier on March 17, 2026
Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Read Answer Asked by Keith on March 17, 2026
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