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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: 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
Read Answer Asked by alex on January 13, 2026
Q: Your market data shows next year earnings estimate of $3.21, which gives a PEG of around 1. Your previous comments indicate this as a company that should be a good investment over the long term. However, you are cautious about buying given the WB deal : the politics, and possible biding war.
If you don't recommend taking a quarter position at the current price $89, what events would signal to you that it was time to pull the trigger on a buy?
Read Answer Asked by michael on January 13, 2026
Q: I own these 3 low dividend paying stocks on the USD side of my RRIF. All of them have done well. For my mandatory 2026 withdrawal, I plan to do a transfer in kind to my TFSA of whichever one you believe has the best growth going forward. All three will continue to be long-term holds either way.
Thank you for your wonderful service! I seldom ask questions but I benefit from reading the question section daily.
JaneN
Read Answer Asked by JANE on January 13, 2026
Q: Thoughts on Mastercard? I've had a "medium"-size position for several years and treated it more as a "buy-and-forget" stock. I'm thinking the recent 10% cap proposed in the US is likely just noise, but made me look at Mastercard again.

Do you think this is a good time to add to a long-term position in Mastercard or better to wait for a larger potential pullback?
Read Answer Asked by Patrick on January 13, 2026
Q: We have accumulated 11 healthcare stocks and 1 ETF, While LLY and ISRG are at half positions the rest are at initial 25% positions. Please advise [help!] us get to a more concentrated portfolio with a 3+ year horizon for reasonable opportunities in healthcare
Read Answer Asked by sam on January 13, 2026
Q: I wanted to get your take on RKLB. I’m currently up 95% on my position, but with the recent parabolic move, I’m starting to feel it’s taking on 'meme stock' characteristics and getting ahead of its fundamentals.

My instinct is that a hard pullback is coming soon. I’m considering closing the position now to lock in these gains and looking to re-enter after a period of consolidation. Given the upcoming Neutron flight window and the Feb 26th earnings, how would you approach 'top-slicing' here versus holding through the volatility?"
Read Answer Asked by Cyril on January 13, 2026
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
Read Answer Asked by Paul on January 12, 2026
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
Read Answer Asked by Tamara on January 12, 2026
Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.
Read Answer Asked by Merrilyn on January 12, 2026
Q: Hi 5i Research Team

Hope you’re having a wonderful Monday.

Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.

What are the key bull and bear drivers you’d be watching?

Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?

If you were interested, would you treat it as a starter position vs. a larger bet, and why?

Appreciate any perspective you can share.

Best,
Read Answer Asked by Mark on January 12, 2026
Q: Can you please provide an opinion on EOSE related to help power the AI industry. Do you see revenue growing at a high rate with some visibility, or mainly hype?
Read Answer Asked by Kel on January 12, 2026
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!
Read Answer Asked by Marco on January 12, 2026
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