Investment Q&A

Q: I would appreciate your opinion on MU. Would you consider it to be a Buy even with it's recent meteoric price rise and it's P/E of 29.7?

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: Between NVDA and TSMC which do you see having the best growth potential over the next 5 years? Please provide a brief rationale.

Thank you,

Mike

Q: Do you still prefer LLY over NVO given the latest developments at NVO (pill)?

Q: Hi Peter
I asked about the defence stocks . Would you consider these two appropriate at this time . Am I better off with RTX or
AVAV at this time .

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

Q: i , long term investor, am down 40%
? too much competition
Is it time to move on or is it a hold
thanks for excellent service

Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

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: When bitcoin starts to move up more significantly, which one of these 2 stocks is likely to move up more rapidly? And why or why not?

Thank you.

Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL

Q: In a question from Oct 31.25 about data centres (includes suggestions such as hive pwr riot vrt nvt, do you see a noteworthy status change (positive or negative) in any of the names in that question/answer?

Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!

Q: Assuming US is going to ramp up production in Venezuela which oil service companies will stand to benefit?

Thanks
Dale

Q: DMAC Do you have an opinion on this company??

Q: GIS, KHC, CAG and CPB are all near long term technical lows. I know these are not 5i type of investments. However, in looking for a reasonable value play and using Loblaw as a relative baseline of 10 (unless you have a better comparative), are you able to provide an overall approx. rating of each with dividend and balance sheet sustainability in mind? Are there any major concerns that would make you completely avoid any, or all of these?

Q: I am Curious about this 49 Million small cap based in Florida. Ticker SIDU-Q
Could you give me an analysis of this one and is it similar to MAXQ that sky rocketed in Canada?
Thanx as usual!
Gary

Q: Which stock will have more growth going forward: GOOG or ISRG. I understand they are in different sectors and I am not concerned about volatility?

Thank you for your service!

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

Thank you as always!