skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: How large is YOUR AI exposure? Obviously I’d like to maximize my return before it takes a big hit. What will you be looking for when considering moving on from this theme? Should I choose a different approach and hold for the long term regardless?

I have NVDA, CLS, NBIS, MU And TER. Each being 5% of my overall holdings.

Your overall thoughts on my exposure ?

Thank you
Read Answer Asked by Nick on April 12, 2026
Q: I recently took a small position in SPRX:US, Spear Alpha ETF. It does not come up in your data base; can you pls add it so that I can include in my portfolio tracking. And can you pls provide your assessment of this fund....do you see it as a suitable way to get a broad exposure to the tech world? Do you think it is spread too thin? Are the fees appropriate for what it does? Thank you for your excellent service
Read Answer Asked by Leonard on April 12, 2026
Q: Long term owner of WSP, with a full position. Started buying WSP in 2014 @ $37. Long term believer that WSP will rebound from it's current price of around $220 and resume it's "up and to the right" trajectory.

Going to trim some (again) from my Cash account for a capital gain. At the same time, I plan to buy some in my TFSA. My understanding is there are no CRA issues with this plan, as it is a capital gain and NOT a capital loss situation.

Please confirm....thanks....Steve
Read Answer Asked by Stephen on April 12, 2026
Q: I know that you really like Shop but it has been extremely weak Today it is down close to 6% On a technical basis it is approaching a support level of around 151 give or take. Break that and we are on our way to 100. My gut says that the market does not like this stock. Perhaps we should pay heed to what the market is telling us and limit our losses while we can. Your analysis please.
Read Answer Asked by John on April 12, 2026
Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?
Read Answer Asked by Eric on April 12, 2026
Q: Hello Team 5i & Everyone,

Would you mind providing a list of 10 American software stocks that are beat down because of AI fears that you think have good potential for a real recovery at some point in the future?

IGV seems to be holding up okay for now with the S&P500 in a downtrend, I assume because it's possibly "oversold".

Thank you!

Sandra
Read Answer Asked by Sandra on April 11, 2026
Q: Can you provide an update for this company please? EPS increased 159% in 2025 on sales growth of 23% and for the 1st 6months of 2026 EPS up 32% and sales up 12%. These numbers suggest a turn around with large margin expansion and good momentum starting to slow. With a PE of 14 it seems the price has not increased in tandum with results. Please comment on this, future EPS and revenue growth, and the risk associated with the debt/equity of 93%. Thank you. John
Read Answer Asked by John on April 11, 2026
Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.
Read Answer Asked by simon on April 10, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!