skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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!
Read Answer Asked by Keith on February 27, 2026
Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.
Read Answer Asked by Curtis on February 27, 2026
Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.
Read Answer Asked by Curtis on February 27, 2026
Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen
Read Answer Asked by Stephen on February 27, 2026
Q: No guarantees of course but base on your historical perspective could you provide a short list of 3 each US and Canadian companies that “most likely” would do a stock split in the near future?
Read Answer Asked by Martin on February 26, 2026
Q: I realize a lot has been said about BTO recently, but most of the discussion has focused on (reduced) 2026 expectations. At current levels, do you think that downside risk should be reasonably low? Analysts have been increasing estimates for ’27 such that at the Feb/24 close the Fwd PE is only 5.4x. That seems to be a very low # for a company in one of the strongest sectors, which tells me the market has already baked in future execution misses, helping to reduce downside risk. Conversely, if execution does improve by ’27 the stock looks like an easy double from here.
Read Answer Asked by Paul on February 26, 2026
Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.
Read Answer Asked by Justin on February 26, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!