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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: For more defensive US stocks (I.e. non tech) how would you rank the long term performance of the following CL, Cost, HD, MCD, SYK and URI. I have all of these, but I am not happy with the performance of CL nor MCD and I am thinking of selling them and upping my positions in the others. I am not worried about being concentrated in too few stocks, as I have the opposite problem.

Thanks for your thoughts.
Read Answer Asked by Gordon on November 17, 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: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Read Answer Asked by Kevin on November 03, 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: 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
Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.
Read Answer Asked by Todd on October 15, 2025
Q: Between OKTA and S which would you invest in going forward, or is there another that is better. If Crowdstrike and Zscaler are your choices, where else would you deploy money.
Thanks Matthew
Read Answer Asked by Matthew on October 02, 2025
Q: Oklo has been an excellent stock for me with huge gains. I have taken profits along the way. Looks like a possible correction started. Would it be a good time to move onto something else. If so, could you give me three or four stocks to consider
Read Answer Asked by Bruce on September 25, 2025
Q: hi, dear team:

just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
Read Answer Asked by liang on September 15, 2025
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: I recently sold Nvidia in my tfsa. I sold a call option on it and it was pretty close to the strike price, I let it get called away, since I am overweight Nvidia. Now that it is down I am tempted to buy it again. I can’t let myself forget the overweight aspect, though. Do you have another suggestion that I could replace it with? I want something nearly as good that I can sell options on, thus no or a small dividend. Sector doesn’t matter. I am also full weight on Shopify and Google. I am also open to smaller stocks that could show growth and are relatively safe—celestica and Nebius?
Thanks
Read Answer Asked by joseph on September 03, 2025
Q: Trimming down some NVDA to reduce weightings after big returns. What would be your top 2 stocks picks to add with the profits. Large - mid cap US stocks, any sector.
Read Answer Asked by Kyle on August 25, 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: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!
Read Answer Asked by Sandra on August 15, 2025
Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.
Read Answer Asked by Neil on August 15, 2025
Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!
Read Answer Asked by Chris on August 13, 2025
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