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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: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John
Read Answer Asked by John on December 19, 2025
Q: You mentioned in an answer to one of your questions that money has been moving from technology to other sectors. Which sectors are receiving the most new investment?
Could you give me some examples of companies within those sectors that are strong companies fundamentally and have excellent upside potential. I
Read Answer Asked by Les on December 19, 2025
Q: I have taken advantage of tax loss selling and have sold all my Canadian telecommunication stocks. At this time I don't feel any pressure to buy them back after 30 days. However, I would like to have exposure to the telecommunications sector for diversity and for the dividend. Could you recommend some non-Canadian alternatives for a long term hold? Many thanks!!! All the best for the holidays!!!
Read Answer Asked by Sean on December 17, 2025
Q: Good morning,

SE's downward trend continues and I'm contemplating a sell. I noticed that 5i has not had any questions on it since late October and I'm wondering about your current thoughts. If I choose to replace it, can you give me any three high conviction stock ideas that you feel may have strong momentum or bounce potential from current prices (any sector). Thank you. Brad
Read Answer Asked by Bradley on December 16, 2025
Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
Read Answer Asked by Kathryn on November 28, 2025
Q: Hi,
Seeing the drop in NVDA makes me wonder if the talk that Meta is considering buying chips from GOOGL would really reduce NVDA's value this much? If you could weigh in with any comments and thoughts you have regarding this mornings drop I'd love to hear them!
Thanks!
D
Read Answer Asked by Dawn on November 25, 2025
Q: Good morning 5i
I am looking for a tax loss selling candidate. Each of the three mentioned above, I would like to buy back after thirty days. Which one do you think is the least likely to run away on me?
Thanks for the great service and I put an upvote for the question regarding how the young man might be able to buy a Harley Davidson, mostly to emphasis that the first and best thing to to would be to get a membership in 5i
Read Answer Asked by joseph on November 21, 2025
Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.
Read Answer Asked by Adam on November 14, 2025
Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks
Read Answer Asked by JOHN on November 11, 2025
Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you
Read Answer Asked by Dick on November 04, 2025
Q: What would be a good entry point for these three high quality companies ?
Read Answer Asked by Robbie on November 04, 2025
Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.
Read Answer Asked by Tim on November 03, 2025
Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane
Read Answer Asked by Tim on October 31, 2025
Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane
Read Answer Asked by Shane on October 31, 2025
Q: Hi Folks,
Realizing stock weighings are a personal decision - GOOG is now 11% of my total portfolio. I would like to bring it down to 7% or so ( may I ask what you have it at in your 5i portfolio). I am thinking of buying META. May I have your opinion as to whether this would be prudent at this time with stocks at all time highs or should I continue to let GOOG ride for now?
Thanks
Read Answer Asked by JOHN on October 27, 2025
Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you
Read Answer Asked by Richard on October 27, 2025
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