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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: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.
Read Answer Asked by Anh on December 04, 2025
Q: Can you elaborate a bit on your philosophy “Letting Winners ride”? Very difficult to do so when consistently managing position sizing. I own companies you have serious conviction in (BN, CSU, CLS, GOOG) that are becoming larger allocations in my portfolio. They feel like “Winners”, so why trim?

Can you provide an example or two that you personally have let winners run? And maybe a reason why you chose not to trim?

Thank you
Read Answer Asked by Nick on December 03, 2025
Q: Hello 5i

For a 1 year to 2 year hold what would be your top 5 growth choices that are TSX listed, can include CDR stocks, and a share price of no more than $55.

Thanks as always.
Read Answer Asked by Jocelyne on December 02, 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: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning

Angus
Read Answer Asked by angus on November 28, 2025
Q: What U.S. companies would you recommend for a US $ TFSA ?
Read Answer Asked by Valerie on November 27, 2025
Q: Hi everyone at 5i thank you all for the great information love this service. So from an analytics point of view I am overweight tech and under weight industrials. Given the recent pull back is this a “good“ switch? This is in a registered account so no tax implications. I’m not that good at charts but it looks like there is some support at $500 for AXON? The other tech stocks I have are NVDA, SHOP, AAPL, CSU, LMN, TOI, of these CRWD is the worst performer only because of the date of acquiring it. I would love to hear your opinion. Thanks again for all your help.
Read Answer Asked by Mark on November 26, 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: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?
Read Answer Asked by Mike on November 21, 2025
Q: Markets are acting pretty badly with most of AI in retreat. Even growth names like NFLX and SpOT are very weak. What would you recommend for investors who have a medium risk tolerance. Sign me Concerned
Read Answer Asked by Scott on November 21, 2025
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
Read Answer Asked by Guy R. on November 20, 2025
Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Read Answer Asked by Lauren on November 19, 2025
Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).

Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.

Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?

I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.
Read Answer Asked by Cathy on November 19, 2025
Q: Could you please list some companies that are growing earnings by at least 20% expected for each of the next two years with decent certainty, that have 2026 PEG <1?
Read Answer Asked by Kel on November 18, 2025
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