skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.
Read Answer Asked on February 27, 2026
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Read Answer Asked by Keith on February 27, 2026
Q: No guarantees of course but base on your historical perspective could you provide a short list of 3 each US and Canadian companies that “most likely” would do a stock split in the near future?
Read Answer Asked by Martin on February 26, 2026
Q: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?
Read Answer Asked by Clarence on February 26, 2026
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon
Read Answer Asked by Sheldon on February 25, 2026
Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.
Read Answer Asked by Alexandra on February 25, 2026
Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd
Read Answer Asked by Terence on February 25, 2026
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Read Answer Asked by Andrew on February 17, 2026
Q: If you believe that the AI bubble will burst this year how might you position your portfolio to profit? I imagine picking defensive names, not owning companies with direct AI exposure, and owning precious metals is a start. If the bubble burst I would assume this would trigger a broader market selloff so not sure if there is a lot of places to hide. Would you consider any Put option strategies? Are there any other sectors/companies that would actually benefit from the bubble bursting? Thanks
Read Answer Asked by Jeremy on February 10, 2026
Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on February 09, 2026
Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you
Read Answer Asked by Marty on February 09, 2026
Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James
Read Answer Asked by James on February 05, 2026
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Read Answer Asked by Terence on February 05, 2026
Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.
Read Answer Asked by stephen on February 05, 2026
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
Read Answer Asked by joseph on February 03, 2026
Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.
Read Answer Asked on February 03, 2026
Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
Read Answer Asked by Issaku on February 02, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!