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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: 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: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you
Read Answer Asked by Neil on November 25, 2025
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad
Read Answer Asked by Bradley on November 24, 2025
Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine
Read Answer Asked by Lorraine on November 24, 2025
Q: Do you consider these stocks as buy/hold/sell and if a buy at what point would you ease into each?
Thank you
Read Answer Asked by John on November 14, 2025
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.
Read Answer Asked by Adam on November 14, 2025
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.
Read Answer Asked by Don on November 12, 2025
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
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