Investment Q&A

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen

Q: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?

Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.

Q: Which would you pick today for a growth oriented investor Shop or VNP in today’s turbulent market. Which is best equipped to handle this type of environment going forward? Would you have another suggestion to add?
Thank you
Dan

Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Q: Greetings,

1) To me it seems counter intuitive to buy a stock like VNP which has experienced such a steep appreciation in a short space of time.

Whatever happened to “reversion to mean” ? Surely this phenomenal rise makes the stock more vulnerable to a sharper pull back?

Or are we looking at a company that has a phenomenal runway and this is just the beginning?


2) Are there dangers making purchases based mostly on momentum? I am worried about “jumping on the bandwagon”? and making a FOMO purchase.


3) At what approximate price do you think the risk reward ratio is more favourable?

4) Is there a way of seeing who is actually buying at the moment? i.e General Public or Institutional or Insiders. Can we draw any conclusions from WHO is mostly buying?

My screen is showing a 4.5% insider ownership but NO recent insider purchases

Many thanks in advance for your sharing your thoughts.

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve

Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Q: Your buy VNP two days back was an excellent piece of advice
as I am losing a lot on today's tech drastic downturn. It will be very helpful to get such growth names sometimes timely also. (not Technology).

Which gold stocks would you recommend to buy. Thank you.

Q: Despite it's name, Canadian Solar, is listed only on NASDAQ. Please advise whether there are similar companies listed in Canada, producing industrial-scale solar/wind energy battery storage products. Pls. also indicate their prognosis for investment.

Grazzia

Q: Making new highs in this "ugly market", is there any news on this thriving name, should one wait for a pullback?

thnx

Q: What 3 would you add today. Please give rationale..

Q: What are your top 3 choices in your growth portfolio. Please give rationale. Thanks Stephen

Q: What handful of small to mid cap companies do you see as having home run/Palantir type potential? I don’t care what exchange the companies are listed on. I’m willing to be patient and realize your picks are purely speculation.
Thanks

Q: Hi 5i,
In a TFSA what would be your order of preference in buying these 5 growth oriented stocks?
Size, sector etc. does not matter.

Thanks!

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: Hello,
Out of the three stocks, which ones would rank the highest in terms of strong buys at this point? Thanks very much

Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David