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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: Hi,

Have close to a 5% position in HPS.A and love the recent momentum. Do you think electrification still has long term secular tailwinds?

Which of the companies mentioned would be the largest beneficiaries of upgrading or growth of grid equipment (transformers, transmission lines, substations, breakers)?

How would you rank them to buy currently in terms of risk/reward looking at their fundamentals/valuation/growth and which 2-3 would you own? Thank you!
Read Answer Asked by Keith on April 28, 2026
Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.
Read Answer Asked by Ben on April 27, 2026
Q: I'm considering buying the following: MU, VRT, ENS, POET, VNP, AMD, OUST, AMKR..... Could you please order them in terms of anticipated returns, and ones you would buy first? Thank you!
Read Answer Asked by Judith on April 27, 2026
Q: Hello,

I have a relatively small position in UIpath Inc. and the stock price is now down about 40% since I purchased it.

Might it be time to move on, and if so, how would you rank the following in terms of potential replacements: OUST, ENS, FLY, ONDS.

Thanks very much,

Brad
Read Answer Asked by Bradley on April 24, 2026
Q: In a registered US account I have the following companies. They have all done well. Thanks to your advice. I wanted to raise some cash in the account and looking to trim. Are there any that stand out to trim? They are all roughly 12% of portfolio with NBIS being slightly more. Any preference?
Thanks very much
Read Answer Asked by Craig on April 21, 2026
Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.
Read Answer Asked by Chris on April 20, 2026
Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.

What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?

Thanks
Tim
Read Answer Asked by Timothy on April 20, 2026
Q: In these uncertain times ,what would be your top two suggestions (regardless of sector) for US small and midcap stocks. Thanks for your calm during these interesting times. Geoff
Read Answer Asked by Geoff on April 16, 2026
Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan
Read Answer Asked by Evan on March 18, 2026
Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Read Answer Asked by Keith on March 17, 2026
Q: Hello 5i!

I know you like this company, I have a half position in it and it’s down about 10% in the last month.
Would you add to this position today?
Do you still like the current fundamentals and feel there is some good growth in the next 2 years?
Thanks as always!
Read Answer Asked by Josh on March 06, 2026
Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Read Answer Asked by Kel on February 23, 2026
Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you
Read Answer Asked by Nick on February 23, 2026
Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks
Read Answer Asked by joseph on February 20, 2026
Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?
Read Answer Asked by John on February 17, 2026
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!
Read Answer Asked by Keith on February 09, 2026
Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.
Read Answer Asked by Maurice on February 09, 2026
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
Read Answer Asked by Curtis on January 30, 2026
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