skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have good tech exposure in my portfolio through GOOGL, MSFT, NVDA, SOXX, XIT and market exposure through VCN, WXM, and XEQT.
I would like to know your suggestions for the above mentioned ETF's for a time frame of 2-5 Years.
Read Answer Asked by Satish on March 11, 2026
Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Read Answer Asked by Timothy on March 10, 2026
Q: I am looking at CWH as a beaten-down small cap play. The earnings potential in good times is significant, and the company is paying down debt. It is by far the largest retailer in the RV space. The fears about oil prices and the recent dividend cut to focus on debt repayment seem to have have caused the stock to be oversold. Do you think this could be attractive ? Are there other beaten down US small caps that you would prefer ?
Read Answer Asked by François on March 10, 2026
Q: Bloomberg Headline-- Medtronic Unit Raises $560 Million in US IPO Priced Below Range.
Is it the spinoff unit that investors are not interested in or MDT as a company?
I thought MDT had positive momentum but it looks otherwise. The price today is lower than when we bought in 2020. We were holding on thinking that the firm would harness AI. Do you see any evidence that they are? Or that they could, and improved their performance? Would you hold on or let go? Many thanks for your views
Read Answer Asked by TOM on March 10, 2026
Q: Hi,
Down by quite a bit on these two about 35% in my TFSA. Asking what you would do knowing weights are personal.
Would you add to one or both?
Would you sell one or both?
Would you have them in equal weight? Right now I'm at 60% GLXY and 40% HOOD between the two with both combined at 3.5% of my whole portfolio. If not, what would be your suggestion.

Would appreciate your view. Thanks
Read Answer Asked by Marco on March 09, 2026
Q: Hello 5I,

I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?

Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.

PK
Read Answer Asked by Peter on March 09, 2026
Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil
Read Answer Asked by Neil on March 09, 2026
Q: If a giant like OpenAI is choosing to work with The Trade Desk instead of building their own ad tech from scratch, does that prove TTD has a 'moat' that even the best AI companies can't cross? Also, seeing that Jeff Green personally bought $148 million in stock the same week this news leaked—does that suggest this partnership is a much bigger deal for their 2026 growth than the market originally thought?
Read Answer Asked by jean on March 06, 2026
Q: Hello 5i!

I know you like this company, I have a half position in it and it’s down about 10% in the last month.
Would you add to this position today?
Do you still like the current fundamentals and feel there is some good growth in the next 2 years?
Thanks as always!
Read Answer Asked by Josh on March 06, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!