Investment Q&A

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!

Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks

Q: In the past few weeks you have answered questions and reviewed results on a number of stocks that generate a considerable amount of attention and endorsement by 5i
such as - HOOD,VRT,COIN,PLTR,KSI,APP,IONQ,PRL,GSY,KTOS,SOUN,RKLB,VHI,NBIS and CLS - having digested those recent results and conference calls are there any that have impressed beyond your expectations or, conversely, raised any red flag?

Thanks,

Terry

Q: In a recent question I asked you about strategies to protect gains you wrote :"Selling a covered call January 2026 $200 strike price today brings in $24. So if exercised the net selling price is $224. If the stock is below $200 in January the $24 is simply kept". But what happen if the stock is above $200 ? I 'd like some clarification.

Thank you very much in advance

Q: I want to protect my gains and I want also to continue to be invested in this company. What kind of simple strategy you would suggest. To be clearest as possible, can you use the true digits of this company. It happen to me some times to buy call options in the past but I am far being an expert in options strategies.

Thank you very much in advance

Q: Is this a good opportunity in the AI space for a 10 year hold?

Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks

Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?

Q: Hello 5i Team,

What are your top 12 growth-oriented US stocks to buy in a TFSA for a 3-5 year hold?

Thanks in advance for your always helpful advice!

Q: Might buy a house, probably won't buy a house. Prices so high, I've been maxout out the FHSA so far and it's mostly in VEQT, bit of PLTR and CRWD which have done well. What other US or CAD stock would you recommend (shorter term BUT will leave it in there longer if market goes down/ ultimately could convert to RRSP) that is underpriced and or could have huge potential upside. Imagining turning the FHSA $40,000 limit into ... ideally a $200,000 down pmt over the next 3-10 years

Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.

Q: What are some companies that would meet the criteria of accelerating earnings earnings surprises broker upgrades increase trade volume that 5i discussed on July 7 I am thinking CLS Any others that come to mind? Thx

Q: Hi 5i, Would you buy (today) these stocks for a 3-5 years hold ? & in which order would you buy them, which ones would drop off this list.

thanks

Q: Good morning 5i
I would like your advice on a covered call options strategy. To date I have been selling covered call options on stocks I already own, such as Nvidia, Meta, Google, Shopify, etc. I sell mostly three week to monthly expiry dates. I usual tend to buy back and roll out if the market price surpasses my strike price. ( which I have been doing more frequently, recently).

All of these stocks have very high embedded capital gains and i wouldn’t want to pay the tax if called away. So far buying back and rolling out has worked well, though.

But, I am looking at other strategies, such as buying two or three good stocks, such as amd , palientir, etc specifically to sell call options. Here being called away is not a problem, as one would have little capital gains tax and , say in the case of amd, wouldn’t miss losing it, since I hold Nvidia.

Another possibility is to sell call options on a relatively volatile etf, such as QQQ.

I highly appreciate your advice, as I do in all investing questions

Q: Would you please (crystal ball required) provide me with 5 Canadian 5 USA stocks , any sector, to hold for the next 30 years, comes to mind stocks like MSFT JPM AMZN COST TSLA , the stocks I'm looking has potential for sustained growth, innovation, and resilience in the face of economic changes. Of course 30 years is a long time and anything can happen.
thank you

Q: How does the upcoming reconstitution of IWM, with PLTR leaving, affect the index?
Do we expect a drop in value even though other companies will be added?

Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!

Q: Hi you reference the CEO as a genius. Any other companies with a CEO or management would could say are as close to PLTR management?

Thx

Q: Thank you for your continued source of guidance and information.
Which public companies that you are aware of have contracts or business relationships with the private company Anduril?
Thank you for your help
Terry

Q: For a small amount of risk money, what is your top recommendation for the next 12 months? What stock or ETF sub-sector do you see with the greatest upside potential?

Thanks for this excellent service.