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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: Good morning 5i
You recently answered a question from a member asking how to set up an etf portfolio in which you mentioned holding QQQ as well as a US s&p etf and a couple of outside North America etf’s. It got me thinking about my own mix. I am retired and hold voo as well as vwo and a European etf. I also hold a few teck stocks such as nvidia, shop, google directly at full weight. Because of this i didn’t want to put too many of my eggs in the Technology basket, thus avoiding QQQ, thinking that i have enough exposure with voo and my individual holdings. Do you think that it would be prident to hold more QQQ?
Thanks
Read Answer Asked by joseph on October 28, 2025
Q: May I please get your views on the most recent results from CCI ? I didn't think that the report was particularly impressive but the stock price has been appreciating slowly recently. It pay a 4.3% dividend but over the longer term I'm not getting a great return. Do you see it as a hold or should I let it go and move on to something better?
Thanks for your advice.
Ian
Read Answer Asked by Ian on October 28, 2025
Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.
Read Answer Asked by B on October 28, 2025
Q: Hi Folks,
Realizing stock weighings are a personal decision - GOOG is now 11% of my total portfolio. I would like to bring it down to 7% or so ( may I ask what you have it at in your 5i portfolio). I am thinking of buying META. May I have your opinion as to whether this would be prudent at this time with stocks at all time highs or should I continue to let GOOG ride for now?
Thanks
Read Answer Asked by JOHN on October 27, 2025
Q: What are your thoughts on BMY with the acquisitions and deals they've completed in 2024 and 2025?

What are your thoughts on Novocure as a hold over the next 3 years?

What are your thoughts on Summit Therapeutics as a small speculative position?
Read Answer Asked by Frederick on October 27, 2025
Q: I read your recent material on KNSL. I have been an owner for quite sometime and watched it bounce up and down between $420 and $500 in the past year. The reaction to earnings was surprising to me and I intend to add more. Please share your perspective on earnings and what you might expect to happen with the company over the next quarter or two. Is accumulating here sensible and do you still like it? A 12 month price target if not too much to ask would be great as well.
Read Answer Asked by Tim on October 27, 2025
Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you
Read Answer Asked by Richard on October 27, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: What is your analysis of Corpay (CPAY) as an undervalued investment at its current price of $283, well below its 52-week high? Analysts forecast earnings growth from $21.05 per share this year to ~$28 by 2027 and ~$33 by 2028, suggesting forward P/E ratios of 10 and 8.5, respectively. Corpay’s acquisition of Alpha Group in the UK could drive accelerated earnings growth through its fast-growing cross-border payments division, which the market may be undervaluing. Additionally, Mastercard’s recent $300 million investment for a 3% stake in Corpay’s cross-border payments business signals strong external confidence. Is this an attractive opportunity at current levels?



Read Answer Asked by T Michael on October 27, 2025
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Read Answer Asked by John on October 27, 2025
Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan
Read Answer Asked by Stefan on October 27, 2025
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