Investment Q&A

Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Q: Good morning,

Is the recent significantly negative momentum with Intuit a sign that it's time to move on? If changing course, would you endorse a move to LAM Research or Ouster?

Thank you!

Brad

Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views

Q: I have a resource, bank and reit focused portfolio with very little tech exposure (apple). I'm considering a position in both google and amazon. Do think this is as good a time as any to buy and how much of a position would you recommend?
Thanks!
Dave

Q: Hello, Would you buy either Honeywell or Pg currently?
Thank you.

Q: Hi. I am looking for a small cap for the speculative portion of my portfolio. Can I get your thoughts on these companies. Would you consider any of these names worth buying?
Thank-you. ABBAX, Better Home and Finance.

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Q: What do you think about this company now that the stock price has come back down? What is the forward valuation outlook, debt, management etc? Would you buy here/how much does it matter about the share lockup expiring soon?

Q: Is 2026 the year EVOL moves more in to a real business model? ACHR and JOBY apparently may have first commercial flights. There is the Chinese EH Holdings that apparently is already offering them. What do you see as a strategy, if you believe this will become more mainstream at some point. Continue to wait for now? Take starter positions in a couple? Buy an ETF?

Q: Can I please have your opinion on CMPO? Is there a path forward for huge growth in metal cards? For retail isn't the trend away from physical cards? Not sure what I'm missing but there seems to be growth here.

Q: Do you have any guidance with this company as investable and is there an ETF or mutual fund focused on robotic medical devices or software.

Q: Could you provide a current opinion of this corporation, and also of the ongoing legal investigations? (The last question was 5 years ago, with a fairly upbeat response.)
Thank you!
Chris M

Q: Hi Team,
I am debating trimming some of my RDDT shares to buy an initial position in ENS. Would you endorse this move or no? Which of these 2 names do you see as having the most potential over the next few years? I am a bit torn as I really like the potential I think RDDT has, but also am intrigued over the market opportunity ENS may have in the coming years. Could you do a quick comparison of growth rates and market potential for both?

Thanks,
Shane.

Q: Would you please explain the significant drop in the share price of CARR since July 2025.
Do you see a recovery anytime soon? Is there a better choice in the HVAC space or would you stay with Carrier?
Thanks and Happy 2026!

Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D

Q: Can I ask you do a little “head to head” comparison for these two? I’m kind of thinking of the way some car websites allow you to select models to compare musts and nice to haves (both have AWD, this one has heated steering wheel and better safety rating) but using valuation, revenue visibility going forward, balance sheet strength or whatever you deem important in these kinds of businesses. You gave me your analysis on BKNG last October, now I’m just kind of wondering how you think UBER stacks up against it. Perhaps you could include any thoughts on geopolitical risks (my feeling rightly or wrongly is that BKNG is a bit more exposed based on inter country business vs UBER’s intra country business?). Lastly, I hate to give you an easy out, but I’m assuming you might say you might prefer to own a 1/2 position of each versus full position of one? Thanks for your analysis/thoughts.

Q: Keyera has been going down for some time. There seems to be no news that I can find,
Do you know why it is so weak? Is it a buy here? Thanks.Cheers

Q: CLBT has been somewhat frustrating.....seems, to my untrained eye, to be more volatile than one might expect and somewhat range bound without any significant overall improvement in its share price. Do you still view it favourably, and if so, why? Its financials are not readily seen; when does it next report and what are the expectations? Thank you for your excellent service.