skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks
Read Answer Asked by Nick on March 18, 2026
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Read Answer Asked by GeeMac on March 18, 2026
Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil
Read Answer Asked by Neil on March 09, 2026
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Read Answer Asked by Maureen on March 05, 2026
Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you
Read Answer Asked by Nick on February 23, 2026
Q: I must be missing something re MU. It is trading aa bit over 10x next years earnings, unless my sources are wrong. My question is why? They are building two new huge production facitilites in Boise, one in Japan and one in New York, because the supply can't keep up with demand. Their margins have increased from around 15% 18 months ago to 55% now, and they are projecting 66% in Q1.

I know they have two major (successful) competitors, but the demand is so strong, and the backlogs so long, I just don't see any major risk for at least the next 12-18 months. Am I wrong? So why is the PE so low?
Read Answer Asked by arnold on February 19, 2026
Q: More of a comment than a question. With all of the angst around sfotware stocks right now and the negaitve sentiment it reminds me of the memory stocks like Micron ( MU) back in 2024-2025, not that long ago. From June 2024 to April 2025 MU declined by 50% , much like TOi, CSU etc now.. only to recover 500% from the low to January 2026. Everyone hated memory then and love it now :)
Read Answer Asked by Chris on February 18, 2026
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Read Answer Asked by Stella on February 17, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.
Read Answer Asked by Lorraine on February 12, 2026
Q: I must have been napping or looking in the wrong direction when these guys took off.

Lots of FOMO here. Can I still play? More upside potential?

Or look elsewhere for growth?

Perhaps similar but undervalued companies in this sector?

Thanks.



Read Answer Asked by Donald on February 11, 2026
Q: Which 10 Canadian or US companies are most attractive for a +5 year hold? In order ideally

Also, what one thing is worrying you most about current market conditions? And why

Thank you
Read Answer Asked by Nick on February 10, 2026
Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on February 09, 2026
Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you
Read Answer Asked by Marty on February 09, 2026
Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl
Read Answer Asked by Carl on February 09, 2026
Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris
Read Answer Asked by chris on February 06, 2026
Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million
Read Answer Asked by j on February 06, 2026
Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?
Read Answer Asked by Marcus on February 06, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!