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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: 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: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.
Read Answer Asked by Don on November 12, 2025
Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise
Read Answer Asked by Jean on November 11, 2025
Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account

Thanks
Read Answer Asked on November 10, 2025
Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.
Read Answer Asked by Barbara on November 05, 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: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Read Answer Asked by Kevin on November 03, 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: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.
Read Answer Asked by Tim on November 03, 2025
Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.
Read Answer Asked by Edward on November 03, 2025
Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you
Read Answer Asked by Nick on November 03, 2025
Q: Good Morning

With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you
Read Answer Asked by Marty on October 30, 2025
Q: Hi 5i!

My nephew is 18 and he wants to start investing. I think he was reading the Intelligent Investors couple months ago. Can you suggest 5 stocks in 5 differents sectors to start a porfolio?

Thank you!
Read Answer Asked by Francois on October 29, 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
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Read Answer Asked by Fernando on October 23, 2025
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