Investment Q&A

Q: Can I ask you do a little “head to head” comparison for these two? I’m kind of thinking of the way some car websites allow you to select models to compare musts and nice to haves (both have AWD, this one has heated steering wheel and better safety rating) but using valuation, revenue visibility going forward, balance sheet strength or whatever you deem important in these kinds of businesses. You gave me your analysis on BKNG last October, now I’m just kind of wondering how you think UBER stacks up against it. Perhaps you could include any thoughts on geopolitical risks (my feeling rightly or wrongly is that BKNG is a bit more exposed based on inter country business vs UBER’s intra country business?). Lastly, I hate to give you an easy out, but I’m assuming you might say you might prefer to own a 1/2 position of each versus full position of one? Thanks for your analysis/thoughts.

Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Q: What have been YOUR most recent Buys and sells in both the Canadian and US market? What percent are you holding in cash? Thanks

Q: How bad does the Waymo user news really affect Uber?
Uber stock dropped 6% today on the news and looks like it may drop to the support level of around $80 before it turns around, if it does turn around??

Thnx
Dave

Q: Hi Peter, according to Analytics I need more core US Growth and Dividend stocks in the RRSP & LIRA accounts, so could you please provide me with 4 stocks for each of the following sectors:- Industrials, Discretionary, Staples and Healthcare.
Thanks Peter & 5i for your great service.
Ivan

Q: Uber has had a pretty significant decline in the last short while. Do you see any news to explain this or any idea what has caused this? Thanks for your excellent service.

Q: Hi team
looking for an entry point for a partial position
a speaker at BNN market call this week, made it one of the top picks

for a hold of at least 3 years for capital growth
thanks
Michael

Q: Do you still like these two companies after earnings and see them as a buy on weakness and if so what is the main thing you like about them? If Bitcoin corrects a lot further how can this impact HOOD? Thank you!

Q: Hi, could you please report and comment on UBER earnings, forcasts and post market reaction ? thank you.

Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!

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.

Q: Any particular reason for the drop today?

Q: Hi 5i, may I have your thoughts on Honeywell vs RTX? Looking for a US industrial and if you could list your top 5, looking for a large cap. Thx.

Q: Hi,

Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?

Q: What is going on with CART? Is the selloff warranted, or is it oversold due to fears of Amazon taking market share?

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

Q: Some of my shorts, (DE, JBHT and DRI) are reacting well in the pre-market. Do you think they are worth holding, as shorts, for a while yet? Can you comment in particular on DE's earnings? Thank-you.