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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: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon
Read Answer Asked by Sheldon on January 14, 2026
Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM
Read Answer Asked by Terence on January 14, 2026
Q: Hi 5 i guys. Nice start to 2026!! I have a small position in Frontier Lithium that I bought back in the Lithium heydays about 3 or 4 years ago. Since it is a very small position in our portfolio and it is in a TFSA, so the tax loss would be of no use, I just kept it so we would have a little toe hold in the lithium sector. The last few days FL share price has been on a rip to the upside but I can't see any reason why. In the past few years I have not noticed a strong correlation between FL's share price and the price of lithium, which I attribute to the fact that FL is still just a proposed project so the current price of lithium does not effect earnings, because there are no earnings. Is there something on your radar that might give us long suffering FL share holders an idea as to why the shares are up sharply the past few days? Would you use this rip to the upside to get out of FL or should I wait to see if it keeps its upward momentum? It seems like someone (person or institution) is trying to get a position in FL, but it is above my pay grade to figure out why they want in on FL. Our only other position in the lithium sector is an equally small position in E3 in Alberta (It least on that one I got a double and sold half my position is what is left is the house's money!!
Read Answer Asked by Paul on January 14, 2026
Q: Could you help me to understand ZCS.L - accumulating units - ie. the nature and merits of " accumulating units ".
From the BMO web-site , this ETF appears to be identical to ZCS -their S/T Corporate Bond ETF except that distributions are made only annually .
Is this correct ?
Is this the only difference ?
For someone who does not need / want the income from ZCS's monthly distribution but just some FI allocation , is this a better option ?
Chart suggests so .
And would it also be a better option in this respect than HBB which makes no distributions but has a much longer ( undesired ) duration ?
Thank-you for the clarifications
Read Answer Asked by William on January 14, 2026
Q: Hello team,

What do you think of CRM these days? It continues to fall most likely due to the AI fears?

Given their decent quarterly report in December, strong balance sheet, 2026 margin expansion and further adoption of Agentforce, insider buying activity (recently David Kirk $500k and Mason Morfit $25 million through his firm), CRM’s accelerated program to retire shares ($3.8 billion spent in the 3Q), and increased target prices from $340.00 (Goldman Sachs) to $430 (Citizens JMP), would you buy or hold?

Would you be concerned about competition from likes of Adobe (Firefly/GenStudio), Microsoft (Copilot) and Service Now (AI Agents)? Or are these products rather complimentary? What is CRM’s moat and how strong is it against encroachment by other giants?

Thank you for sharing your thoughts.

(I asked this question twice already in the first few days of January and then yesterday, but I didn’t get any reply. Perhaps the 3rd time is the charm. No worries though! I suspect it was my computer. I just wanted to wish everyone at 5i, the greatest investment advising team, the best for 2026 again!)
Read Answer Asked by Saeed on January 14, 2026
Q: Is it time to give META a break? I was looking for some growth and RDDT has been a great one. What do you think about taking my META allocation of 2% and adding it to RDDT to bring it to a larger position? I can revisit META another time. Or would you suggest keeping both…or taking the profit on RDDT and adding to META? Wayfair looks interesting as well.
Read Answer Asked by Gregory on January 14, 2026
Q: Lots of discussion and comments regarding small caps today.
My only exposure - about 10% of my portfolio - is VIOO.
Is this a good choice to play in the space or would you have other suggestions.
Thanks
Read Answer Asked by Gary on January 14, 2026
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