Investment Q&A

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.

Q: with the intention of buying on a pullback or dip of the market 10 % or more, I am unsure has to how to gage the price / earnings ratio of the following: apple, amazon, microsoft. What would be the 3 key metrics to look at and how do they compare to historical values for each one?

Q: Hello team,

What do you think of CRM these days? It continues to fall most likely due to the AI fears?

Given their decent quarterly report in December, strong balance sheet, 2026 margin expansion and further adoption of Agentforce, insider buying activity (recently David Kirk $500k and Mason Morfit $25 million through his firm), CRM’s accelerated program to retire shares ($3.8 billion spent in the 3Q), and increased target prices from $340.00 (Goldman Sachs) to $430 (Citizens JMP), would you buy or hold?

Would you be concerned about competition from likes of Adobe (Firefly/GenStudio), Microsoft (Copilot) and Service Now (AI Agents)? Or are these products rather complimentary? What is CRM’s moat and how strong is it against encroachment by other giants?

Thank you for sharing your thoughts.

(I asked this question twice already in the first few days of January and then yesterday, but I didn’t get any reply. Perhaps the 3rd time is the charm. No worries though! I suspect it was my computer. I just wanted to wish everyone at 5i, the greatest investment advising team, the best for 2026 again!)

Q: Is it time to give META a break? I was looking for some growth and RDDT has been a great one. What do you think about taking my META allocation of 2% and adding it to RDDT to bring it to a larger position? I can revisit META another time. Or would you suggest keeping both…or taking the profit on RDDT and adding to META? Wayfair looks interesting as well.

Q: Your current thoughts on SNDK please ? I assume the 12 bagger since April is AI and memory chip prices? Thx

Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part