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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: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Read Answer Asked by Keith on February 27, 2026
Q: Hi Guys ! I would like your comments on these stocks. Some of them I'm down a lot eg: ALAB, DASH, NOW. I would appreciate any comments on the individual stocks and also are they hold or sell ? Thanks.
Read Answer Asked by Frank on February 23, 2026
Q: Hi,

I am looking at investing new cash and at this time wish to purchase non-US and non-Canadian companies. I know you don’t typically cover the non-North American markets but you have frequently commented on GRMN, NBIS and ASML.

Would you have any other suggestions for outside NA equities, regardless of sector, that represent good long-term potential total returns?

Thank you, Michael
Read Answer Asked by Michael on February 23, 2026
Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks
Read Answer Asked by joseph on February 20, 2026
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.

If I decide to sell, is there another similar company that might have better prospects.

Thank you.
Read Answer Asked by Rob on February 12, 2026
Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.
Read Answer Asked by Lorraine on February 12, 2026
Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on February 09, 2026
Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you
Read Answer Asked by Marty on February 09, 2026
Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris
Read Answer Asked by chris on February 06, 2026
Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least

Thanks Dave
Read Answer Asked by Dave on February 06, 2026
Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?
Read Answer Asked by Marcus on February 06, 2026
Q: As of today do you consider each of these a buy/hold /sell?
Would you start a new position in any of these or wait till the market settles somewhat?
Read Answer Asked by John on February 05, 2026
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