Investment Q&A

Q: Could you give me an update on your view on Starbucks since your last comments 8 months ago. I m holding it in an RRSP account and I am reviewing for maybe a better large cap consumer discretionary stock is you can suggest 2-3 .

Q: Good Day 5i,
Are the following companies/ETF a buy, sell or hold?
Thanks

Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Q: Your thoughts on yesterday's earnings? Would you be comfortable adding? Is this a sell, buy, or hold?
Thank you
P

Q: Some good quality companies on CDN/US exchanges trading at or near 52 week lows. Any of them standout to you as nice buys for long term growth investors?
Thanks

Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.

I have make a very good return on it, still, thanks to your recommendation from years back.

Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?

Thank you
Karim.

Q: What is happening with BKNG?
It is in a free fall. -20% YTD.
Is it time to cut losses.

Thank you

Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you

Q: Can I ask you do a little “head to head” comparison for these two? I’m kind of thinking of the way some car websites allow you to select models to compare musts and nice to haves (both have AWD, this one has heated steering wheel and better safety rating) but using valuation, revenue visibility going forward, balance sheet strength or whatever you deem important in these kinds of businesses. You gave me your analysis on BKNG last October, now I’m just kind of wondering how you think UBER stacks up against it. Perhaps you could include any thoughts on geopolitical risks (my feeling rightly or wrongly is that BKNG is a bit more exposed based on inter country business vs UBER’s intra country business?). Lastly, I hate to give you an easy out, but I’m assuming you might say you might prefer to own a 1/2 position of each versus full position of one? Thanks for your analysis/thoughts.

Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

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: Not urgent. Are there companies outside of the US that are 'travel' stocks that you would recommend? If not, where would you lean into in the US travel stock list?

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Q: What U.S. companies would you recommend for a US $ TFSA ?

Q: BKNG has been falling for three months, which has accelerated in the past few weeks after GOOG announced a new platform for searching vacation travel. It has dropped about 25% in the past 3 months. I am wondering if Google's platform is a major threat or not. Is BKNG earnings still going to grow going forward?

Q: I’ve held BNKG for a little over a year at a very small gain.. It appears to remain fairly resilient in this market which is obviously comforting, yet I struggle with how stagnant the share price seems.

There are plenty of opportunities right now in the market, and was thinking on selling my BKNG. Using that money towards a “better opportunity” at a discount.

This is somewhat of a timing question, yet I feel taking advantage of this correction right now only makes sense.

Thoughts ?

Which 5 companies provide the very best opportunity at their respectful discounts? In order ideally. Thanks

Q: In case of market pullback. What will be your top 5 US and Canadian companies you would like to buy? Considering diversification within these 10 names.

Thank you

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.

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.