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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: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad
Read Answer Asked by Bradley on September 09, 2025
Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Read Answer Asked by Mark on September 08, 2025
Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?
Read Answer Asked by Bob on September 08, 2025
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
Read Answer Asked by Bruce on August 28, 2025
Q: Hi Team,

What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?

Are there any similar funds in the same category or style that you would recommend instead?

Thanks very much for your insights,

Jacques IDS
Read Answer Asked by Jacques on August 22, 2025
Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!
Read Answer Asked by Sandra on August 15, 2025
Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?
Read Answer Asked by David on August 11, 2025
Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!
Read Answer Asked by Dawn on August 05, 2025
Q: What are your thoughts on QQC and CHPS etfs ? Are there other comparable etfs that you prefer ?
Read Answer Asked by Thomas on July 29, 2025
Q: Please rank the following companies based on expected growth over the next 5 years as well as a risk rating. (10 being the riskiest)

Thank you
Read Answer Asked by Nick on July 26, 2025
Q: Hello 5i Team,

What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on July 14, 2025
Q: Dear Peter et al:

I request you to take off your fundamental analyst hat and put on your options trader hat!
If I were to write (Sell) cash secured puts, which of these companies do you fancy. Will keep July 25th exp as a constant. I usually keep the delta between 15-25. But I know this changes rapidly. On a side note do you give importance to implied volatility?

Feel free to add symbols that YOU fancy for such a trade if you don't like my symbols!!
Many thanks in advance. Happy Canada Day!
Read Answer Asked by Savalai on June 30, 2025
Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks
Read Answer Asked by Fernando on June 13, 2025
Q: We needed to trim our position of Broadcom in a TFSA but instead of selling some we sold calls 18 days out at $15 above the price. We didn't notice the earnings date nor did we expect the stock to jump approx. $20 above the call price (since decreased). We intend to buy some back. Would you buy a full position at this time? Look for a dip? Is the earnings date usually something to be concerned about when selling covered calls?
Thank you
Read Answer Asked by J on June 09, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
Read Answer Asked by David on May 14, 2025
Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?
Read Answer Asked by Leah on April 25, 2025