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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: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.
Read Answer Asked by Edward on November 03, 2025
Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you
Read Answer Asked by Nick on November 03, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock
Read Answer Asked by Maulik on October 21, 2025
Q: I am intrigued with the price action of AXON, for past several weeks. Even when markets and its peers defence/technology stocks are flirting with all time highs, this one does n't seem to catch a bid. Could you help understand, as this is apparently one of your top conviction stocks.

They say that if in an up market, if a stock struggles or moves lower, we need to watch it.

Thank You
Read Answer Asked by rajeev on October 15, 2025
Q: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Read Answer Asked by Meagan on October 15, 2025
Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.
Read Answer Asked by Todd on October 15, 2025
Q: Hi, trimmed some ATZ today before earnings to manage position size, having a nice 120% gain but looking to rebalance some names and sectors. MDA and ZDC are two names I have smaller positions in but would like to add, currently around 1%. ZDC since breaking out Sept 18th has had a nice run and volume has been increasing. MDA has rebounded as well from the low 30's. AXON is another one I would like to add to, currently around 3%. Which would you prefer to add to currently? AXON and ZDC are trading a high fwd PE valuations so not much room for error in growth, but is the PE justified and can earnings grow faster than the stock price?

With the famous quote of "Water your flowers and cut your weeds", this is something I overanalyze when allocating funds. I have names such as TFII, TRI, DSG, IFC, WELL, ISRG that have been struggling lately, but you often mention that once we see a recovery in the sector, these could rebound quickly. But in the meantime, you have high quality stocks that have been holding up well that I want to add to as well. So often times, I'm trimming some of these losers as they go down, but then they come roaring back and now you only have a small position in these names. Also, I like to hold high quality names and let them compound instead of trimming them all the time. How do you best balance this dilemma? Thank you!
Read Answer Asked by Keith on October 14, 2025
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Read Answer Asked by Gilles on October 14, 2025
Q: The time has come to trim some of my NVDA, it simply has grown too large as a percentage of my portfolio. Can you please provide 3 top picks in the US for a long term hold.
Thank you
Read Answer Asked by Marty on October 03, 2025
Q: Between OKTA and S which would you invest in going forward, or is there another that is better. If Crowdstrike and Zscaler are your choices, where else would you deploy money.
Thanks Matthew
Read Answer Asked by Matthew on October 02, 2025
Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.
Read Answer Asked by Maureen on October 01, 2025
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
Read Answer Asked by Chris on October 01, 2025
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.
Read Answer Asked by Adam on September 30, 2025
Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider
Read Answer Asked by Bruce on September 25, 2025