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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: Hi! I keep seeing commercials for Sofi accounts in the US, and it seems enticing. I never see commercials for Robinhood. I hold HOOD and am wondering what the difference is between this and Sofi. Why should one continue to hold HOOD, and is the negative momentum due to competition? Does one hold through this negative momentum? Thank you for your insight.
Read Answer Asked by Neil on January 29, 2026
Q: Hi team,

These 4 companies in the field of AI are apparently considered undervalued by Bank of America.

Do you think they are a good buy now for a growth portfolio ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 29, 2026
Q: Re your question from WIB today.

You suggested these names as great small caps for growth.

Cudos to you but YTD ENS is +22% and +80% 1 year. KRMN is +54% YTD and VOYG is +30% YTD.

This is extraordinary performance congrats. Given these outsized short term gains what would your purchase strategy be today if you do not own them. Buy at market, wait for a pull back, average in etc etc?

Please advise.


With thanks

Sheldon
Read Answer Asked by Sheldon on January 29, 2026
Q: I own both BRK.b and V in my RSP and TFSA and see their relative strength both peaked at last year's market bottom along with the safety trade in general. Do you feel the markets are more risk-on these days to the point where I should let V go for something more "aggressive" in the financial space while keeping the diversity of BRK.b? Thanks!
Read Answer Asked by Michael on January 29, 2026
Q: Can I please have your feedback on APH vs ANET.

What would you prefer and why for buying today with long term hold?

APH seems to be safer and more diversified (bonus points for unique decentralized management approach) whereas ANET is a bit more growthy but comes with higher concentration risk. Both have similar market caps and P/E and have minimal to no dividends so easy comparison there.

Appreciate your thoughts...
Read Answer Asked by Marco on January 29, 2026
Q: Can you share your top US ETF picks for each sector? Thanks!
Read Answer Asked by Patricia on January 29, 2026
Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you
Read Answer Asked by Luc on January 28, 2026
Q: I read the article by Larry Swedroe of Morningstar about Warren Buffets investing methods from this weekend's 5i suggested reading and was intrigued by the strong intangible moat that is used to describe some of the companies he invested in, can you suggest a couple of companies you feel reflect this currently. Keith
Read Answer Asked by Keith on January 28, 2026
Q: what would your top 10 defense stocks be?
Read Answer Asked by hal on January 28, 2026
Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L
Read Answer Asked by Paul on January 28, 2026
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