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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: Peter, I found your answer to Nick about best stock decision to be thought provoking. When you bought NVDA it was some where in the 2 to 3 dollar range. What was your thinking at the time that made you like the stock? What was it about the stock that kept you holding ?
Do you see any early stage stocks today that warrant looking at?
I would like to add my appreciation to all at 5i for all the help and insight over the years.
Peter
Read Answer Asked by Peter on January 08, 2026
Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C
Read Answer Asked by Bill on January 06, 2026
Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL
Read Answer Asked by Kel on January 05, 2026
Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?
Read Answer Asked by Mike on November 21, 2025
Q: Firstly, thank you for your services.
Please list “in order” your top 10 US and top 10 CND growth focussed stocks, long term hold.

Entry prices for the top in each.

Thank you
Read Answer Asked by Nick on November 03, 2025
Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J
Read Answer Asked by Jerry on October 29, 2025
Q: With reference to your today evening's comments, after SEC investigation was reported by Bloomberg, Could you please elaborate, if after this dip, stock is buyable at current level ( $550 - $555 , after market) to start a new partial position, for a long term hold ?

Also, when do you believe, it gets interesting, to step up to a full position, if there is a further decline ?

Thank You
Read Answer Asked by rajeev on October 07, 2025
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
Read Answer Asked by Chris on October 01, 2025
Q: Hi team,
What’s your latest take on Clbt? Is it worth holding for a hopeful recovery ? Or is there overall”better” growth names a guy should own instead right now ? Names I was debating replacing Clbt with were APP, Hood , Geni. Of these 4 names mentioned how would you rank them for potential over the next few years? Or is there another top pick of another US name you would choose today?

Thanks
Shane
Read Answer Asked by Shane on September 17, 2025
Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!
Read Answer Asked by Dawn on September 16, 2025
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Read Answer Asked by Bill on September 10, 2025
Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad
Read Answer Asked by Bradley on September 09, 2025
Q: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Read Answer Asked by Mark on September 08, 2025
Q: Hi there!

What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?

Thank you very much in advance!

Best regards,
Jacques IDS
Read Answer Asked by Jacques on September 02, 2025
Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.
Read Answer Asked by Neil on August 13, 2025
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
Read Answer Asked by Terry on August 12, 2025
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