Investment Q&A

Q: Retired investor with no new money coming in. I have a larger position in QQQ and a small position in VMO. I would like to sell QQQ and move the funds into VMO. I also hold large positions in VFV and RSP and understand there is some overlap with QQQ. Would you endorse such a move or would it be prudent to split the funds equally between the two?

Q: Any updates on this company that I should be aware of before a potential purchase?

Q: How do I access you AI Compute Stack article from January 15?

I have found the article but I can only access it if I subscribe. I am already a member. This is an important article and I would like to read it again.

Judith

Q: With all of the fear around software being made obsolete due to AI, are there any particular businesses that you might see as being inappropriately oversold in this mass sell-off? I’m specifically wondering about TOST, as it seems that because it is so integrated into restaurant ecosystems, this would be hard to replace with AI… any thoughts on this? Many thanks.

Q: hey,

i know i asked 20 minutes ago what were your top 5 picks in every sector and jurisdiction were, yet what are they now?

how about now?

and don't give me ones that will go down, because they are of no interest to me

i am looking for only safe stocks that only go up

take as many credits as you feel appropriate

yet i think one s/b more than adequate.........


xo

ps. yeah, but how about now?

Q: I have read an opinion that Bitcoin may have run its course and I assume this would apply to other crypto currencies as well. Could you comment on how widespread this feeling is. Do you feel that there is a case to be made for the sector or might it be best just to exit and move on to something else.
Also how many crypto currencies are there - my knowledge in this area is weak.
My only holding in this sector is Galaxy (as far as I know). Does it have other components to its business that might carry it through if the crypto sector continued to falter or even collapse.
Thanks.

Q: Hi,
A few days ago I asked for 5 CAD and US value stocks. Thanks for that.
You mentioned that there are others that you like in the space but did not fit the criteria. Would you please share think names.

Thanks and have a great day.
Joe

Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.

Q: Allo,
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.

Q: Hello Peter
sold all of BCE last year for capital loss
have some cash in my rrif

for income, I noted that it is in your income portfolio
some analyst like Telus instead
for income, would you rank BCE as buy or hold at this stage
would you prefer utilities or pipelines instead for potential for some gains?
thanks
Michael

Q: Company is getting slaughtered after earnings. Do you see any long term potential for a patient investor?
Thanks

Q: How would you rank the listed names for buying today for a growth oriented investors?

Q: Hello and thank you for all of your great work last week as we all navigated the flurry of earnings, particularly as it related to the big tech names.

I have been hearing more and more about Anthropic, and how much more potential it may have over the long term versus OpenAI. Some have suggested that comparing the two names now is like what happened ~ 25 years ago when there were comparisons being made about Netscape and HP. We all know who won that “battle”. But many commentators are suggesting that the entity that goes after “enterprise” will ultimately prevail - this is what happened with HP. And the entity that goes after consumer/retail will ultimately fail - this is what happened with Netscape. Some have even suggested that with the most recent funding round of OpenAI, where valuation is predicted to be ~ $850 billion, that this may in fact be the high water mark, and that it may very well be downhill from here.

So - my questions are as follows - (i) Who do you prefer longer term, OpenAI or Anthropic? And (ii), would you be concerned about MSFT with respect to the significant investment it has already made in OpenAI?

Q: Which might have the most total return/ upside for a 2 to 3 year hold and suggested price entry and rationale please? Thanx. Maybe even hold both?

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: Good morning, at this time, what 5 dividend stocks may be close to bottoming that have a good bounce potential for growth? Similar to TD if I had bought at the beginning of 2025?
Thx,
Kevin

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Q: can you give an update on this company.did it receive an offer friday?

Q: Can you please comment on earnings, the lawsuits/verdict and whether this is a buy, sell, or hold? Thank you!

Q: I currently have full positions in base metal and precious metal stocks. Thank you for your ideas. Finding myself short of rare earth investments. Could I have a couple suggestions please?
Thanks
Steve