Investment Q&A

Q: Why the dig drop in SHOP today. Down 7% to 10% as of early afternoon. It's performed poorly for a while. Any news that I'm missing? What do you (5i) expect next earnings which I believe is February 11.

Q: Why the steady down trend? Is it time to sell and buy amazon?

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?

Q: 5 Day-12.76%
1 Month-18.43%
3 Month-16.34%
YTD-13.70%
1 Year+25.12%

More recently SHOP performance has not been good. Is there any update/comment/analysis you can share with us as to why the weakness is occurring?

Has the outlook changed here? What are your thoughts please?

Sheldon

Q: The stock is having a bad momentum. Do you see anything that can be causing it? Downgrades?

If you had a half a position would you be adding to it?

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!

Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon

Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al

Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.

Thanks,
Shane

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Q: Do you have a more recent update on DOCCKS than January 2025

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy

Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you