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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: What are your thoughts on the software industry sell-off being an M&A catalyst? Any ideas on target companies being taken out?
Read Answer Asked by Mike on February 09, 2026
Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.
Read Answer Asked by Giovanni on July 07, 2025
Q: I'm curious about companies that have been rather lacklustre but somehow have experienced some catalyst that has allowed them to gain their footing once again and recently started to move up in value considerably. Not worried about size of company nor what sector they are in could you suggest 5 Canadian and 5 American companies that fit the bill.
Read Answer Asked by Les on December 10, 2024
Q: Wow. Is the market rational?
I find it's certainly getting far more explosive in qtrly reaction (up or down).

I am happy with this (what I think is) wild crazy lift in 1 day as Docu has morphed into a 'normal' software company (as in, making $, having profit, high GM) vs hype of 'future $'.

But, stepping back. To me, it is now trading at a "fair" valuation based on 8-10% rev growth and now >20PE.
How do you like how this company has turned itself around ? Do you think this move is simply a catch up or do you see a fundamental re-thinking of docu and there is more room for stock price re rating?
30% in one day? wow.
Read Answer Asked by Allan on December 09, 2024
Q: Hi 5i Team,

I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
Read Answer Asked by David on May 03, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?
Read Answer Asked by V on April 13, 2024
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
Read Answer Asked by Tom on August 24, 2023
Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom
Read Answer Asked by Tom on July 18, 2023
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Read Answer Asked by Eric on May 08, 2023
Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):

1. please compare the two products ignoring the differences in track record / AUM

2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)

Thanks!
Read Answer Asked by Chris on March 08, 2023
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
Read Answer Asked by Peter on March 03, 2023
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Read Answer Asked by Daniel on January 26, 2023
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