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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: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason
Read Answer Asked by Jason on August 20, 2025
Q: Hi 5i Team,

I continue to struggle with the lack of progress by this company! They’re making all sorts of moves with board members, but no change at the top!! The product is just not selling! Again I ask, is there something about this Product and the Company that long investors are missing? Would appreciate your assessment. Thank You. Stan.
Read Answer Asked by Stan on August 20, 2025
Q: Hello,

For 5i, are these three companies still part of the “buy and forget” category?

Thanks
Read Answer Asked by Charles on August 20, 2025
Q: I have self directed RRSP. It is made up of equities and fixed income investments. I have investment in 16 companies of which 10 are in the Income Model Portfolio. My goal for this account is to have safe reliable dividends with moderate capital appreciation. For the past year I have invested all dividends in money market account. The money market account now makes up 8% of my account. I am 66 years old and do not need the dividend income currently but I will be using as part of my regular income in 2 to 4 years. Would you recommend BPF.UN as part of my portfolio?
Read Answer Asked by Robert on August 20, 2025
Q: Hi Folks,
I would like to invest in one of SLF, MFC or GWO. May I have your opinion as to which one you feel would be best today? This would be for my RRSP account.
Thanks
Read Answer Asked by JOHN on August 20, 2025
Q: I am looking to buy Enbridge and see that it is currently close to the top of the 52-week trading range. The range is $52 to $66. Today's price is $65. The 5-year graph and 10-year graph show the price all over the map, with the price now close to the all-time high.

I am buying for both income and capital appreciation. What would a good entry price be? Thank you.
Read Answer Asked by Cathy on August 20, 2025
Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you
Read Answer Asked by Marty on August 20, 2025
Q: I already have a little of NBIS. I am wondering if I should get into a CRWV position now that the price has dipped.

Otherwise, I would to my small NBIS position (80 shares @ USD 40).

At what price would you start a half position in CRWV? At what price would add to an existing NBIS position.
Read Answer Asked by V on August 20, 2025
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