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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: DOL is down around say 16% YTD, COST, WMT are up 16% and more, why do you feel this is happening with the tight $ for a lot of customers in todays economy as most families are living paycheck to paycheck.
Thanks Again
Read Answer Asked by eugene on April 22, 2026
Q: What do you think are the 5 best opportunities with consumer staples and with consumer discretionary ?
Read Answer Asked by Jean-Pierre on April 20, 2026
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
Read Answer Asked by Joe on February 09, 2026
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Read Answer Asked by Terence on February 05, 2026
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
Read Answer Asked by Jean-Yves on February 03, 2026
Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM
Read Answer Asked by Terence on January 14, 2026
Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.
Read Answer Asked by Peter on December 09, 2025
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
Read Answer Asked by Ivan on December 08, 2025
Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Read Answer Asked by John on December 05, 2025
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
Read Answer Asked by Terence on November 21, 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: Can you give the names of 10 quality stocks in defensive sectors please.
Thanks.
Read Answer Asked by Rob on November 06, 2025
Q: PINS Greetings 5i, please provide your analysis of the quarterly earnings report and outlook. Do you think the market reaction is overdone?
Thank you.
Read Answer Asked by Barbara on November 05, 2025
Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason
Read Answer Asked by Jason on November 05, 2025
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