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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: This is a hard stock to stomach. Do the wild swings in price have to do with the fact that it is not heavily traded? What size of a position would you recommend that an aggressive investor hold in a portfolio? My thinking with this name is that you either have to trade it or hold it and forget it. I am inclined to go with the latter option, subject to your comments about valuation. I note that the short float has increased recently which always makes me nervous. Thank you, Jason
Read Answer Asked by Jason on July 04, 2025
Q: Would appreciate you thoughts on these 3 companies (no questions for a long time) as the charts all look interesting shorter term. Thank you.
Read Answer Asked by Paul on July 03, 2025
Q: What is your analysis of this company, its potential growth long term and a comparison with others in the sector?

Thank you and happy Canada day
Read Answer Asked by Jean on July 03, 2025
Q: Good problem to have - I own the above ETFs. Combined, there are now about 6% of my portfolio - I also own Axon, which is another 3% of my portfolio (up 65%). Am I getting too high into defence-related positions, or does the diversification in the ETFs mean that I could consider higher positions? What would you consider the top end regarding percentage of portfolio, and would you tie the Axon into the calculation? Thanks!
Read Answer Asked by Kim on July 03, 2025
Q: Sounds like President Trump is going to get involved helping the AI sector, specifically the huge power requirements. Looking for some investing ideas that will benefit from the presumed increased spending?
Read Answer Asked by Charles on July 03, 2025
Q: A promotion of Schaffer. Pls give an analyisis & opinion.Tks in advance
Read Answer Asked by WIB on July 03, 2025
Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.
Read Answer Asked by David on July 03, 2025
Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave
Read Answer Asked by David on July 03, 2025
Q: The ETF symbol QDVO is only a few months old. It is run by the same 5-person team that manages DIVO. The team is headed by Kevin Simpson who also head-manages the ETF symbol DIVO . DIVO has done well for my portfolio (if one includes distributions) and this prompted me to look into QDVO.

DIVO leans more toward value and dividend stability, whereas QDVO brings a growth tilt to the same income-generating playbook. I was looking to blend upside potential with steady cash flow and wondered if QDVO might be a compelling enough complement to the already held DIVO. Both ETFs are for RSPs. I would welcome criticism, critical comments, thoughts, and insight. (Perhaps I am making too much of who runs ETFs?).
Read Answer Asked by Adam on July 02, 2025
Q: Hi 5i Team - First a general question on the topic of AI. Is agentic AI the sequel to generative AI and from an investment point of view are companies that are developing or involved with agentic AI ones we should be looking at now. Specifically is UiPath one to invest in along this theme and do you have any suggestions for other ones that may be equal to or better than UiPath. Thanks.
Read Answer Asked by Rob on July 02, 2025
Q: What is YOUR most recent personal BUY and SELL? Reason for both.

#1 on YOUR personal Watchlist and a reason.

Thank you so much
Read Answer Asked by Nick on July 02, 2025
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!
Read Answer Asked by Tim on July 02, 2025
Q: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Read Answer Asked by Kim on July 02, 2025
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