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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: With my tax loss proceeds, I am thinking of taking a position in cecco, axon or clbt, Could you prioritize these in terms of immediate purchase? Thanks for all that you do and happy holidays to you and the staff, Cheers, Geoff
Read Answer Asked by Geoff on December 11, 2025
Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?
Read Answer Asked by Tim on December 09, 2025
Q: Could you please rank the above industrial stocks in order for purchase now? I currently hold some and looking to add 1 or 2 more. Thank you
Read Answer Asked by Neil on November 25, 2025
Q: I understand that the stocks are all from different sectors and sizes, but which order would you initiate a position?
Read Answer Asked by Gary on November 21, 2025
Q: Many Small/Mid cap stocks have seen added volatility over recent weeks. What would be your current top 5 CDN and US Small/Cap stocks in this market?

Thanks
Tim
Read Answer Asked by Timothy on November 18, 2025
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.
Read Answer Asked by Adam on November 14, 2025
Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.
Read Answer Asked by Don on November 12, 2025
Q: Buying opportunities?

Please give us your best buying CA & US stocks that have been unduly beaten up by this mini correction and hints on your reasonning.

Thanks to you for your great expertise
Read Answer Asked by Jean on November 11, 2025
Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Read Answer Asked by Kevin on November 03, 2025
Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.
Read Answer Asked by Edward on November 03, 2025
Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.
Read Answer Asked by Tim on November 03, 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: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.
Read Answer Asked by Dick on October 24, 2025
Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.

Thanks,
Shane.
Read Answer Asked by Shane on October 22, 2025
Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.
Read Answer Asked by Tim on October 21, 2025
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