Investment Q&A

Q: Is there a reason why CSU is down 4% today. Is it a buy or a sell

Q: Are you seeing signs of capitulation in these names and are investors are throwing away these quality companies at discount prices? Looking at volume, we see some of the highest volume days around Jan 15th selloff. Is this the bottom and should we begin accumulating? Current positions are CSU 3.2%, LMN 2.6% and TOI 1.3%. These darlings once made up 10% of my total portfolio and is the selloff worrying to you at all or are you still fairly confident in their future looking out 3-5 years? Thanks!

Q: Which one of csu, Lmn is best for growth in price appreciation?

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Q: What do you think about this company now that the stock price has come back down? What is the forward valuation outlook, debt, management etc? Would you buy here/how much does it matter about the share lockup expiring soon?

Q: Any suggestions for a technology EFT that covers United States, Canada and Global

Q: Following up on question on January about the cost basis for TOI on shares I received from the spinout.

I have this problem in my own accounting for TOI or for any stock where I have sold at a value more than I paid for it. (Nice problem to have!). But how to I account for its growth.

Or more specifically, how do you account for its growth? I would like to be able to judge its performance. Questrade always seems to have a non-zero purchase price though it seems a bit arbitrary.

Kevin

Q: TOI is close to a new 12 month low today. What is your assessment? What factors are driving it down? Will it trade as CSU moves up and down or does it have a mind of its own?

Q: I don't really like the way this has broken down today. Any news out there?

Q: Hello any idea why TOI is down 8% on Wed at 3:30pm? Lmn is only down 1% .
thanks

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!)

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.

Q: Your current thoughts on SNDK please ? I assume the 12 bagger since April is AI and memory chip prices? Thx

Q: Hello again - I have positions in the above companies. Ahead nicely in GOOG and AMZN, doing ok in SHOP and grimly hanging on to GLBE, in a position with unusable losses. I read such great things about GOOG ( Waymo and more) and AMZN ( baking AI into retail) that I'm wondering if I should sell both SHOP and GLBE and put the proceeds evenly between the other two. I know you don't cover companies like Israel's GLBE but do you think it possible that GLBE can get up off the mat and exceed the possible gains in AMZN/GOOG, over say a three year hold. How's that crystal ball of yours working? Kindest regards
al

Q: hello 5i:
Years ago, we bought PANW as, back then, you considered it a "best of breed". We are not at all unhappy with results. But in continuing the "best of breed", do you see CRWD as being sufficiently "better enough" to warrant making a trade? This is not a short term hold. Can you also comment on the possibility of CRWD being acquired (doubtful that PANW) could or would be.
thanks
Paul L

Q: Hi Everyone!
It seems to me that Quantum computing is of great interest , having read the following: “ …last Nov. Photonic inc, Xanadu and Nord Quantique advanced to the second stage of the Quantum Benchmarking Initiative, led by the United States Defense Advanced Research Projects Agency, a military backed research program that aims to build a useable quantum computer by 2033.”
Are any of these companies considered investable by you or are there any others, or are things premature at the moment? It would be nice to get in early in a company with good potential.
Cheers,
Tamara

Q: Happy New Year! I have held ZQQ:CA for several years and am looking switch to an unhedged fund that covers the Nasdaq 100. Is this a good time to switch or given that the US dollar is under pressure right now should I wait to make this switch? Is there an ETF you would recommend in the same category?
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.

Q: Your firms conviction seems to have dropped recently?

Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!