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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: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard
Read Answer Asked by richard on March 13, 2026
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?

Thank you very much in advance
Read Answer Asked by Gabriel on March 13, 2026
Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Read Answer Asked by Maureen on March 05, 2026
Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?
Read Answer Asked by John on March 04, 2026
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 want to free up some US cash, in what order would you sell these stocks.
Read Answer Asked by Brendon on February 23, 2026
Q: Do you consider these all industrial?

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If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Read Answer Asked by Kel on February 23, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
Read Answer Asked by Ken on February 13, 2026
Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.

If I decide to sell, is there another similar company that might have better prospects.

Thank you.
Read Answer Asked by Rob on February 12, 2026
Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.
Read Answer Asked by Lorraine on February 12, 2026
Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra
Read Answer Asked by Sandra on January 23, 2026
Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX
Read Answer Asked by blake on January 19, 2026
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