Investment Q&A

Q: Robots: What are your estimates for the growth of robots over the next 3 to 5 years? Will this be a major growth industry compared to chips and AI now?

Who are the current leaders in that industry?

If you were to buy them, what would you buy and are they buyable at today’s prices?

Thanks for your help.

Q: How would the shares of TSLA.NE, or other large cap tech US CDR's (eg NVDA.NE, CRWD.NE, PLTR.NE...) , be treated in the event of a corporate transaction such as a takeover or merger. Would shares of the CDR be treated the same as the US shares with respect to any capital gains or shares in a new entity?

Thanks

Q: Intel is up 120% in a month, What has happened at the company? and would you be a buyer and at what price?

Thx

Q: Please advise which fees should I look on ETF ie Management or MER fees. Ex: BMO ETF website FCCM shows .10 as management fees and .38 on MER fees or total fees ( Management + MER)

When I look at the charts does it includes dividends or price only. Is there a website where we have option to exclude / include dividends.

Thanks for the great service.

Q: does Tesla and Google have shares in Space X? If so is this a way to play the Space X story?

Thanks Dave

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.

Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.

Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.

Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.

Thanks

Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!

Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?

Q: I have an incorporated business investment account. There will be no new money coming in and I will not need the money for five to ten years. Currently, I have roughly 5% in each of CSU, SVI, WSP, MELI, and TSLA, and 10% in ZSP. The remainder is split between EIT and FIE, whose distributions are primarily capital gains and eligible dividends. Would you have some suggestions on how to tweak the portfolio? Thanks.

Q: Elon has made some strange comments lately:
1. Nobody needs to save money anymore because somehow robots will benefit everyone and we don’t need it?
2. Apparently tsla is getting into the robotic surgery business. Is this a concern for isrg? Are they likely to put isrg on the innovation scrap heap and how can we know?

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

Q: If Musk does an IPO for Spacex, what impact would it have on Tesla. I am wondering if spacex stock would take off while Tesla stock might crater if Spacex is not a part of it. On the other hand, perhaps Tesla stock would do well if shareholders are awarded spacex stock (eg a dividend) as part of the spin off/ipo. What do you think will be the impact on tesla stock of an ipomoea for spacex??

Q: in regards to nicks question on Tesla,I have been driving with Full Self Drive for the last year and the improvement with Grok and Ai added in the last updates have made it incredible, most drives in and around town take no interventions from me, FSD is almost there and only 8% of Tesla drivers have it now, at 99$ per month it could be a sizeable contribution to cash flow,

Q: What is your opinion on Tesla moving forward ? Is there an opportunity here starting a new position? In a previous question you stated that Fundamentals in the company are improving. Do you mind explaining please?

Thank you

Q: Knowing someone who works for Palantir I bought in at about 12$ in 2020. I am now seriously contemplating selling those shares for only one reason. The P/E is off the charts. I understand that there is a cult following around Alex Karp and Peter Thiel. However, does it make sense to own a company whose earnings per share are so far away from the cost of a share and where this difference only seems to increase over time.