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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: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?
Read Answer Asked by Mike on November 21, 2025
Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?
Read Answer Asked by Stephen R. on November 21, 2025
Q: Hi 5I. Which of these 2 has the highest probability of success. What is the competitive advantage of each? What is the guidance on forward p/e of each? In VNP's case, which offering is their strong suit - Semiconductors or Performance Materials?

I love 5I. Have been an extremely happy subscriber for going on 12 years and it irks me when someone voices some petty grief. For investment advice for an individual direct investor, there is no better value than 5I.

Carl
Read Answer Asked by Carl on November 13, 2025
Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!
Read Answer Asked by Jeff on November 10, 2025
Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris
Read Answer Asked by chris on November 10, 2025
Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?
Read Answer Asked on November 10, 2025
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Read Answer Asked by Les on October 27, 2025
Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you
Read Answer Asked by Ben on October 22, 2025
Q: Hi 5i,
For these 3 companies, how would you rank them with regards to management and future growth prospects?
Would you be buyers of any of them at this time or wait until a particular time in the future?
If buying them now, in what order would you buy them (best to worst)?
Thank you!
Read Answer Asked by Brian on October 21, 2025
Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!
Read Answer Asked by GeeMac on October 20, 2025
Q: Which of the two companies would you buy? I understand LMN is larger, but which company are you generally more bullish for the long term?
A risk rating for both along with a management rating please?
Entry price?

Thank you
Read Answer Asked by Nick on October 17, 2025
Q: Hi team,
It seems critical mineral US names are raging on chinas recent critical mineral restrictions. Yet VNP actually dropped last Friday. Is it being over looked in this trade by big investors in favour of larger US names? Would VNP be a good way to play the world’s reliance on critical minerals ? Is it time to buy the name? Or are there better more attractive names to bet on for this?

Thanks,
Shane
Read Answer Asked by Shane on October 14, 2025
Q: For a growth investor what order would you buy today. Please give your rational and entry price. Thanks Steve
Read Answer Asked by Stephen on October 10, 2025
Q: Thank you so much for your service. Like many others, I'm looking for a balance between stability and high-growth. CIGI has been strong over the past years but kinda flat over the past year. I'm thinking to sell my 1/4 position of CIGI and put it into some or all of: GRID, BLN, and VNP.
Knowing that you can't offer personal advice, what would your thoughts be? What order would you put the CIGI proceeds towards, and a comment why, please. Or would it be more prudent just to hang onto CIGI?
Thanks again.
Read Answer Asked by GeeMac on October 09, 2025
Q: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.
Read Answer Asked by Dan on September 19, 2025