Investment Q&A

Q: I am just starting to do the Smith Maneuver. I am planning on "deploying" about $200k to start and then CDA monthly and then, if and when there is a market drop, buy more.
My time horizon is at least 10 years but maybe more, if all works out.
Please recommend stocks and/or etf's; both Cdn and US.
Thanks for your knowledge and help.
I appreciate being a member.

Q: In what order would you buy RTX, TER, ELVA, MDA for the most growth and why, risk is not an issue.

Thank you for your service!

Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.

Q: What would be your ranking to purchase? Risk tolerance/volatility is not an issue.

Thank you for your service!

Q: Could you let me know which stock has the most growth going forward i.e. TER, GRID, RTX? Volatility/risk is not an issue.

Thank you for your service!

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: What is your current top 10 Canadian and US non-tech stocks?

Q: Would you say goeasy is a quality business on sale right now?

It is clear to me that this is a manufactured share price collapse for the purpose of gain to those in the know.


Would you suggest 10 Canadian blue chip type companies misvalued right now...with a view to generational wealth?

Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.

Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks

Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.

I have make a very good return on it, still, thanks to your recommendation from years back.

Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?

Thank you
Karim.

Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.

Thank you!

Q: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "

is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?

thanks as always

Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.

Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you

Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you

Q: what would your top 10 defense stocks be?

Q: Ai décidé d'ouvrir un nouveau compte en us$.Quel serait les dix titres que je pourrais analyser qui serait peut etre prometteur? Il faut commencer quelque part

Q: A little outside what you might otherwise consider, at least for this stock, but do you see the recent comments from Trump (ordering no dividends or buybacks) as a potentially significant problem the share price in RTX? Many thanks for your excellent service

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.