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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: Inspired by your best stock ideas service, what would be your top 3 suggestions for “growthy” ETFs (any market) for my TFSA that I could research?
Read Answer Asked by William Ross on August 26, 2025
Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.
Read Answer Asked by Kyle on August 25, 2025
Q: Hi 5I
I own both SMCI and NBIS. I’ve done very well with both, but my question is is about moving some or all funds from SMCI to NBIS for the reason NBIS may be a much better company.
Volatility doesn’t bother me, just looking at potential end results. Thanks very much for putting me on these two names as I’ve very well
Maurice
Read Answer Asked by Maurice on August 21, 2025
Q: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?
Read Answer Asked by B on August 21, 2025
Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason
Read Answer Asked by Jason on August 20, 2025
Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you
Read Answer Asked by Marty on August 20, 2025
Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.
Read Answer Asked by V on August 20, 2025
Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?
Read Answer Asked by Chris on August 19, 2025
Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks
Read Answer Asked by Ben on August 18, 2025
Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.
Read Answer Asked by Neil on August 15, 2025
Q: During the monday morning strength in the market I trimmed a few high flyers back to +/- 5% positions, now sitting at 12% cash expecting a sale on stocks in the future. RBC portfolio analyzer shows my position in NBIS at 7.5% currently, but if I minus the cash holding its closer to 10 %. To me it makes sense to minus the cash from the total when looking at position sizes, or not?
Read Answer Asked by Charles on August 13, 2025
Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?
Read Answer Asked by Rick on August 13, 2025
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
Read Answer Asked by Neil on August 13, 2025
Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry
Read Answer Asked by Terry on August 12, 2025
Q: Can you compare the two companies. One went down and the other went up. I know you like adding to the winner. How would we rate these companies from risk/reward perspective. Are there any other companies in the space which could become the next NBIS.
Read Answer Asked by Imtiaz on August 12, 2025
Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!
Read Answer Asked by Judith on August 12, 2025
Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad
Read Answer Asked by Bradley on August 11, 2025
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