Investment Q&A

Q: Do you feel OUST makes sense as a speculative add now?

Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave

Q: All different in varying degrees. Please rank in order for best return 5-10year hold.

Thank you as always!

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Q: If you could only buy 5 stocks in North America disregarding balance what would they be?

Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Q: Hello 5i Team,
What should I do with my main dog? Sell or hold ZIM?
Thank you
Brent

Q: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?

Is there a case to be made for owning both …. Or neither?

Thank you

Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.

Thank you and Happy Holidays!

Q: can you talk about these stocks as investments
Thank You
Peter

Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)

Q: Lots of talk lately about the MJ sector given Trump's recent announcements. It has been almost 3 years since you spoke about HITI so would appreciate an update.

By all means, wait until January for this and have a great holiday.

Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: ASML or MPWR?

Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris

Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?

Q: Undervalued considering….? At what price point does this get interesting for you? …and your general thoughts please, thanks.