Investment Q&A

Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: Hello, after yesterday’s earrings, what would be a good entry point ? Would you be concerned about opening a full position today ?

Q: Hello 5i team, I am a young investor looking for the top 5 growth stocks you’d recommend for long term hold currently.

Thank you!

Q: I currently hold MSFT, NVIDIA and COST in my TFSA. I took a loss on BTX and now have cash to reinvest.
Should I buy more of the above 3 or diversify and if so any suggestions without making specific recommendations

Q: Hello,

Could you comment on Block and Booking quarterly earnings.

Thank you
Stephane

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Q: Your thoughts on a decent entry point? Management rating 10 being the best.
Thank you

Q: Hi 5i,

I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?

If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.

Thank you,

Q: 3 month treasury TBIL any restrictions on adding or taking money out. I want to buy US to try and off set the fall in CAD. What does the 3 month designation mean. What's your 3 US equities ...Plus 3 Canadian. And short description why and in what order you like them.

Q: Why do you think this company is a good investment?

Q: Mid-20’s investor looking for your top 3 Canadian and top 3 US “buy and forget” compounders, regardless of sector, for a long-term hold within a TFSA. Can you please rank from 1 (highest confidence) to 6. Looking for companies that I can periodically but continually add to over time without worrying about having to be a “trader” and move into and out of positions as trends, themes and market momentum shift. I already have BN and NVDA (both of which may have been candidates for your top 6 list). Would this list be any different had the question been asked a week ago – before all the DeepSeek anxiety? Thanks.

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!

Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?

Q: I believe the Canadian is going lower from here . What's the best way to play this theory. I assume you will say simply buy US stocks if so please give me your top 5 taking into account the pierced risk going fwd (tariff's, plus trade war, political unrest Etc. I have room in registered account as well as TSFA

Q: When the dust settles in this downturn, what would be your top 5 stocks to invest in for long term hold?
USA preferred.

Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.

Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.

Answer:

In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.