Investment Q&A

Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Q: HOOD I have noticed ads targeting the wealthy investor in addition to their meme/crypto traders. This seems to be a new company that is firing on all cylinders- time to add
to the recommended list?

Q: What are your thoughts on Maplebear (Instacart)?
Would you prefer DoorDash?
Or is Uber a better investment?

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Hi 5i,

Can i have your opinion on CRNT?

I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.

Thanks

Q: Hi,

Do you have a view as to how the TSX will respond if and when Trump announces 25% tariffs on Canadian goods?

Will oil and gas sector take a hit, like Suncor, and CNQ?

Thanks

Robert

Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice

Q: What would be your top 4 picks to add to a TFSA for steady growth over the next few years. Happy New Year and thanks for your great service. Steve

Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?

Q: Just reading about this company and they are buying back 2.3 million shares for the purpose of “cancellation”Could you explain to me what this means other than the obvious of helping their EPS and not having to pay those dividends,am I missing anything here I e just never heard that term before.Also what would be a good entry point for this stock for a 1-3 year hold. Thanks

Q: Any thoughts, why Hammond Power stock has been hammered over past 3 days, down 10%, with no apparent news except renewed fear of Trump's tariff plans.

How is this Company, likely to be impacted, if 25% tariffs becomes a reality ?

Thank You

Q: Do you see a urge in price of Bitcoin after January 20th when President

Trump comes in power ? What plays should one look at RAK

Q: 1. The drop in UBER’s share price seems overdone. Would you agree?
2. In your view is Uber keeping pace with the deployment of “advanced” AGI in its platform?
3. Is Uber’s management still capable of holding its own in a knife fight with Tesla, BYD, or Waymo?
4. I have used Uber in several foreign cities and am impressed by the superb level of service . Notwithstanding the query in (2) , my concern is not management but more the likelihood of Uber facing challenges from municipal governments and taxi- operators. Uber may not be out of danger from regulatory and other hurdles. Your views?
5. What do you have for forward P/E, and PEG ? (Sites I use depict wildly different ratios).
6. Do you consider Uber a buy ? If yes, what price levels would a buy seem reasonable?

Many thanks. All the best. :ao:sab

Q: Does APP have a moat at all?
Are there short sellers or is it a candidate for short sellers?
It employs AI but is there much risk that another firm uses AI to knock out its momentum?
What other risks do you see it has?

Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.

Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks