Investment Q&A

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.

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: Hi Peter
I asked about the defence stocks . Would you consider these two appropriate at this time . Am I better off with RTX or
AVAV at this time .

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: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Q: re: HON-Q, HON-NE, HON-AQN

Hi, I am interested in buying Honeywell, but have noticed there are different versions of the CDR's, is there one better or worse than the other?
Would Honeywell be a reasonable purchase at this time or maybe one of its competitors, any suggestion would be appreciated.

Seasons Greetings,

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: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!

Q: What U.S. companies would you recommend for a US $ TFSA ?

Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.

Q: In case of market pullback. What will be your top 5 US and Canadian companies you would like to buy? Considering diversification within these 10 names.

Thank you

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.