Investment Q&A

Q: A question for Peter. NVDA, AXON and ISRG are examples of great companies, that you have followed and recommended for years. Which 2 or 3 companies do you have your eyes on, that may become the next group of great companies in the next 10-15 years. A brief explanation of why each of these companies may become great, would be appreciated. Thanks for this excellent service!

Q: I understand COHR is preparing the paperwork to sell more shares. If I understand correctly they want to raise 1.7 billion. Their current capitalization is just shy of 28 billion so I would characterize them as still a small cap. Any concerns about dilution? Would you mind explaining COHR’s relationship with Apple? I assume COHR is a supplier but of what? Any excessive dependency on a single client? Any thoughts you have would be appreciated. I’m up 280% on COHR so your help is much appreciated!
Jim

Q: Can I get your opinion on the better buy.. thanks

Q: SEZL, ARIS - realizing they are totally different - if you were just looking for yield, which would you choose today?

Q: Hi 5i Team,

I was reading one of your recent responses where the idea came up that small caps are “long overdue” for a run. I’ve been hearing the same sentiment on CNBC and from other market commentators, so it got me thinking.

I’m not fully convinced that something is necessarily due to outperform just because it hasn’t gone up in a long time. I’m not sure how much of this is genuine opportunity versus a narrative around sector rotation. Large caps have treated me fairly well since I started investing, whereas my early experience with small-cap mining stocks was, frankly, a disaster.

That said, markets often move on sentiment and momentum as much as fundamentals. If enough people believe small caps are about to run, they often do — regardless of whether they’re truly “overdue.”

With that in mind, I’m curious:
If you had to narrow it down to five small-cap names to choose from for a potential small-cap run, which ones would you consider most attractive right now — either due to fundamentals, positioning, or momentum?

I realize Nike isn’t a small cap, but if I can’t get comfortable with a small-cap thesis, I’d likely just default to something like that. I’ve also wondered whether a beaten-down name like Krispy Kreme would qualify as a small-cap candidate with rebound potential.

In short, I’m looking for a short list of small caps that could realistically double or triple if the “small caps are going to run” narrative plays out.

Thanks, and I appreciate your insight.

Best regards,

Q: Citigroup or JP Morgan? C has the higher yield and the better six and twelve month performance so I am leaning that way. Valuations are similar. Your views?

Q: If Musk does an IPO for Spacex, what impact would it have on Tesla. I am wondering if spacex stock would take off while Tesla stock might crater if Spacex is not a part of it. On the other hand, perhaps Tesla stock would do well if shareholders are awarded spacex stock (eg a dividend) as part of the spin off/ipo. What do you think will be the impact on tesla stock of an ipomoea for spacex??

Q: Hello 5i
Could have your assessment of Teradyne and Sibone?
Thank you
Dave

Q: Am I get your opinion on buying today for a long term hold 10+ years. Thank you

Q: Happy new year to the whole team . I have owned these 2 companies ORCL/HON or a number of years . Are they still worth holding ? Can you recommend their replacements if I were to sell them

Q: How do you see DVA’s recent performance and opportunities going forward?

Q: what would your top 5 dividend stock in North America?

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

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?