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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: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.
Read Answer Asked by Leonard on September 20, 2025
Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.

CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.
Read Answer Asked by Adam on September 19, 2025
Q: Hello 5i,

We are 30% under water in CROX. It is held in an RRSP, Would you hold, or sell and purchase a stock with a better outlook?

What would be your 5 highest conviction US stocks at this time? Sector is not important as we will select one or two of those stocks and add funds.

Thank you for your help.

D&J

Read Answer Asked by Jerry on September 19, 2025
Q: What do you think of AMD after the announcement of the new Nvidia/Intel partnership? If I understand correctly, it could it affect both AMD’s data center revenue and gaming revenue. My son, who is a gamer, still thinks AMD will do well in the gaming area. But with the US federal government taking a stake in Intel and now the partnership with Nvidia, it seems like AMD is being ganged up on on! Would you continue to hold or sell? Thanks.
Read Answer Asked by Kim on September 19, 2025
Q: First I second JB Piedmont’s comments about Peter and the team he has built over almost 2 decades (?).

Must almost be time for a special celebration.

So with that degree of faith in the team and recognizing no hits a home run everytime that I continue to hang on to CROX instead of dumping it and putting the money into gold or AI or MAG 7.

The basics look good including low PE but it just seems to be limping along. Part of the my underwater situation has been my buying at the wrong time. So Sell, Hold or Buy more. And at the end of the day I acknowledge that it is my call. But a more informed opinion would be appreciated .
Read Answer Asked by Donald on September 19, 2025
Q: I am considering selling my nvda and buying goog or qucom to replace. Please advise if this is good or any other replacement for nvda.
Cheers , Doug
Read Answer Asked by Doug on September 19, 2025
Q: Announcement today by Nvdia taking a $5 billion stake. I own AMD which is down on this announcement. . Switch from ADM to Intel make sense?
Read Answer Asked by Helen on September 19, 2025
Q: Hi 5i
With respect to previous response to michaels intel question july 31 , Does the Nvda announcement of taking $5B stake in the company change your view? Share price has responded quite positively today.
Would 5i be interested in intel now going forward.

In addition AMD seems to have responded negatively to this news...how do you see this affecting its SP going forward and would you continue to hold AMD?
thx
Read Answer Asked by jim on September 19, 2025
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