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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: Can you please compare and contrast these two companies? KTOS has great momentum which makes sense. AVAV had the same until its capital raise a week or so ago. If someone wanted a growth tilted investment in the defence sector with an eye to Trump's bill would you choose one over the other and why? What would your entry point be for both?
Read Answer Asked by Tim on July 11, 2025
Q: Can you analyze AVAV as a potential investment? Look at growth, moat, competitors and catalysts if you don't mind. The stock has had a good run but it seems to have potential with all of the new NATO spending that is projected. In addition, please suggest any other companies that you more strongly believe in as likely to benefit from military spending with an emphasis on smaller companies with higher risk, higher upside. Thanks and Happy Canada Day!
Read Answer Asked by Tim on July 02, 2025
Q: Hi,

Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 10, 2025
Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US
Read Answer Asked by Maria on May 15, 2025
Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!
Read Answer Asked by Brenda on March 28, 2025
Q: How would you invest in the Defence sector at this time? And would you? On that theme what do you think of BAE in comparison to others in the sector? And are there ETF’s which would be appropriate?
Read Answer Asked by James on February 24, 2025
Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!
Read Answer Asked by Kevin on November 27, 2024
Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.
Read Answer Asked by Kevin on November 09, 2024
Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.
Read Answer Asked by Martin on October 28, 2024
Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James
Read Answer Asked by James on October 28, 2024
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Read Answer Asked by Neil on October 12, 2024
Q: Hello 5i,

Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?

Thank you
D&J
Read Answer Asked by Jerry on October 11, 2024
Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you
Read Answer Asked by Nick on September 30, 2024