Investment Q&A

Q: I am planning to buy 500 NBIS and 300 AEM. Do you think the time is right for gold and NBIS, or are they already overbought and near or already peaked?
Or is there a better suggestion? ( opinion please)
Thank you.

Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part

Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al

Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Q: Happy New Year to 5i research communities!

Recently, the term "quantum computing" has been heard and read from all kinds of media often and people believe this theme might be a thing for 2026. How do you think of this theme? and any investable ideas you could suggest? Thanks.

Q: Greetings,
From a response from your office, I interpreted these five were suggested as still being good opportunities at present day prices. Did you mean full position or tranches etc?

Like many, I'm terrified of the impending pullback, especially with Tech names and what if prices fall by more than eg: 15%?

Secondly, what is your opinion on what might happen to the market, in the short term, if Trump keels over and dies?

With thanks, A

Q: Happy new year to the whole team . I have owned these 2 companies ORCL/HON or a number of years . Are they still worth holding ? Can you recommend their replacements if I were to sell them

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

Q: What would be your top five stock choices to add to a TFSA today, regardless of sector and geography? Thank you.

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.

Q: I have 12 thousand to add to my tfsa what stocks would you recommend.

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: My grandson owns these stocks and has some money to invest. What stocks would you suggest he add? What is he missing to have a well balanced portfolio?
Thanks for the great service.
Dorothy

Q: Which stock has more growth: GRID or GOOG? Volatility is not an issue, nor is sector?

Thanks for your service!

Q: I remember many years ago, when I had just started looking after my own investments. I made many mistakes and even ended up with a few "smoking holes in the ground". I have now been a long term subscriber to 5i and have enjoyed much success as a result of the teams sage advice. Than you for helping me separate the Wheat from the chaff.

As a retired high school teacher I remember way back, prior to alphabet (google's) IPO, seeing their logo on every computer in the classroom when students booted them up, and thinking, " I wonder if they would ever IPO?" Well, of course they did, and upon seeing that I would need to pay a 17% premium as a retail investor (no matter how quickly you acted the morning of the IPO) I passed on the stock until years later. I am a happy shareholder currently.

My question is, are there any pre IPO companies that you are currently excited about, and if so, how can a retail investor have the best chance of getting in on an IPO other than waiting until it trades publicly? Anthropic? others?

Thank you

Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Q: If you could only buy 5 stocks in North America disregarding balance what would they be?