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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: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you
Read Answer Asked by Nick on March 19, 2026
Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!
Read Answer Asked by Keith on March 19, 2026
Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan
Read Answer Asked by Evan on March 18, 2026
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks
Read Answer Asked by Nick on March 18, 2026
Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Read Answer Asked by Nick on March 18, 2026
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Read Answer Asked by GeeMac on March 18, 2026
Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Read Answer Asked by Sal on March 16, 2026
Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
Read Answer Asked by Martin on March 16, 2026
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?

Thank you very much in advance
Read Answer Asked by Gabriel on March 13, 2026
Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil
Read Answer Asked by Neil on March 09, 2026
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Read Answer Asked by Maureen on March 05, 2026
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