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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: Robots: What are your estimates for the growth of robots over the next 3 to 5 years? Will this be a major growth industry compared to chips and AI now?

Who are the current leaders in that industry?

If you were to buy them, what would you buy and are they buyable at today’s prices?

Thanks for your help.
Read Answer Asked by Donald on May 08, 2026
Q: What supply chain software companies are the winners and losers in regards to Amazon's Supply Chain Services (ASCS) announcement. Specifically please comment on whether or not you think it will have a material impact on the prospects and share price of Descartes and Kinaxis.
Thank you.
Read Answer Asked by Glenn on May 08, 2026
Q: Woops
Hi - my previous question was perhaps overlooked. It asked "If you could only own one other US stock (i.e. besides GOOG) and sought the best risk-adjusted return over 5yrs, what would you initiate a position in today?"
5i answered: GOOG :-)

How about this: If you already owned GOOG and could only own a total of 2 U.S. securities (in any sector):
1) What stock would you pick?
2) What ETF would you pick?

Thank you.
Read Answer Asked by Trevor on May 04, 2026
Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!
Read Answer Asked by Warren on May 04, 2026
Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.
Read Answer Asked by Joel on May 04, 2026
Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again
Read Answer Asked by eugene on May 04, 2026
Q: Hi, I own GOOG, MSFT and AMZN which make up the bulk of my US investments, but I have been underweight US in my portfolio mostly because of fear of the detailed T1135 which doesn’t make for very sound investing/portfolio management. I am thinking of adding EQL (CDN listed and not overweight tech) and XSU (CDN listed as an IWO proxy) to get a bit of small cap growth potential. I would aim for about 80/20 respectively, and for perspective, EQL would end us being about 15% of total equity portfolio. Can I have your thoughts?
Read Answer Asked by Stephen R. on April 27, 2026
Q: The sector classification for Amazon is Consumer Discretionary, while Shopify is classified under Technology. I always thought that these two companies were quite similar, so why are they placed in different sectors? Thank you
Read Answer Asked by Gervais on April 20, 2026
Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service
Read Answer Asked by joseph on April 17, 2026
Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.

Ted
Read Answer Asked by Ted on April 15, 2026
Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?

Read Answer Asked by John on April 15, 2026
Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.
Read Answer Asked by Nancy on April 10, 2026
Q: Just a followup of my previous question, you have no problem to Add for these names at current level. Just wondering for how long you think to hold them? What are the signs that I need to sell?

Thanks in advance!
Read Answer Asked by Jane on April 09, 2026
Q: Hi, 5i team
I have been holding these US stocks for several years. Do you think they are good for long term holding?
Are these company worth adding positions in recent pullback? If so, what entry points you recommend for them?
Any one you think is a "sell" just in case?

Thanks
Read Answer Asked by Jane on April 06, 2026
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 30, 2026
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
Read Answer Asked by sam on March 30, 2026
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