Investment Q&A

Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks

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

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Q: Good morning 5i
In a recent very popular question, judging by the up votes, you gave a number of equities that you would recommend for a TFSA:
SHOP, TRI, BN, GLXY, SLF, AEM, PNG, EIF, CLS, TD

Like many others, i am always interested in tweaking my TFSA and so I wondered about your answer. Tri, BN, SLF and TD seem to me solid, 10 star companies. But i wondered about putting Shop, Cls, glxy, pyng etc into this account. To my mind they don’t seem any where near the blue chip quality of the previous mentioned stocks. I know that to make money in a TFSA that you have to take some risk. But are these too risky for such an important account ?

I am not saying that they shouldn’t be in there. But, perhaps I am just nervous because they are relatively new and unproven over a long period.
So, i would be interested in hearing what level of confidence you would have in them. And related to that, what weight you would give them?

Could you also add HOOD to the mix and your level of confidence in a TFSA
Thanks for this great service


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Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Q: You consider GLXY a Canadian company and have a report on it. However, in the company profile for GLXY:CA, its domicile address is listed as 300 Vesey Street, 8th Floor, New York, NY, USA, 10282. Can a company be Canadian and still have a U.S. address? Thank you

Q: Good Day .Down currently 20%. Would you consider selling for tax loss and buyback or is there another downer that is On sale for possible better alternative.Already have a disappointment going with PRL Thanks Larry

Q: Do you still like these two companies after earnings and see them as a buy on weakness and if so what is the main thing you like about them? If Bitcoin corrects a lot further how can this impact HOOD? Thank you!

Q: thoughts on Q results for Well Health, well/t....looked great with record highs for Rev, etc....and Aidx reported supposedly good Q results...everything imo seemed positive....but again...stock seems to be stuck in neutral....U are the experts...what do you think on stock going forward....it has gradually bounced off lows at $4sh....but a long way from analyst targets of $7 - $9

Q: Recognizing size differences, which of these two companies are better value and which do you prefer for growth going forward. Thanks

Q: Hi team!

Both GLXY and LMN have been clobbered as of late. If you were to initiate a new position in only one with the focus on growth for the next 3 years which would you side with?
This would be for a higher risk tolerant investor.
Thanks as always for all you do!

Q: This is about the blog post Revolutionizing AI – The Powerhouse GPUs Fueling the AI Breakthrough. It's an excellent article. If it hadn’t been for Denis’s question and the link you provided in your response, I would never have come across it.
By the way, when I try to find this article myself by browsing the Blog section, I can’t seem to locate it. Am I doing something wrong?
Thanks!

Q: Hello team,

I have kept MGNI for a long time and saw my profits disappear badly. Every positive momentum seems to go out of steam quickly. It has been going down with high volume in the past 3 months. Is it time to let go of MGNI? If the answer is yes, would you sell it to add to HOOD or AFRM? And why? I am open to other growth-y suggestions.

Thanks for all the good work and support you are offering 5i community.

Q: does GLXY have enough current income to pay the current interest on its entire debt? when calculating please include the interest expense on the latest issue of convertible debt thanks Richard

Q: What is your opinion on Atkins Realis Group and its current valuation ? This Co seems to have a stronghold in the infrastructure space globally including expertise in Nuclear reactors market. ( with all the power/energy needs around datacentres and US Admn push for nuclear energy).

We took a small initial position, with today's market pullback.

We also own WSP Global, for a while with a 3% position.

Does it make sense to own Both with an even split or just one holding is enough for this sector ? And if so, which will be your favorite and why ?

Thank You

Q: What might be 10 stocks (trading on a usa exchange but not necessarily a US company) that you would suggest holding for all of 2026 as a portfolio. Thank you.

Jason