Investment Q&A

Q: Looking at these EFT's how would you rank them as investable in a RRSP for a long term hold.

Q: What are some of your top US small to mid cap picks for growth oriented investors right now? Thank you!

Q: Good Morning Team 5i & Everyone,

What do you think of AHR (American Healthcare REIT Inc.)?

Thank you!

Q: Can you give me a brief explanation of this company.

Is it a buy, hold, or sell.
Thank you

Q: Can you please comment on Jacobs. It has been on a downward trend. Do you still like it and why? Buy, sell, or hold. Thank you!

Q: Hi 5i team,

I’m considering swapping HOOD for SEZL. SEZL has beaten revenue and earnings estimates for four consecutive quarters and is evolving into more of a subscription service with a BNPL model.

HOOD just broke its streak of EPS beats in Q1, and the recent crypto downturn shows its continued reliance on the crypto cycle despite diversification efforts.

My question is, would you prefer SEZL over HOOD for a 3-5 year hold? Also, how significant is the Pomerantz investigation in this context?

Thanks!
Matt

Q: Hi, Can you comment on Esco's earnings and the market reaction.

Cheers, Chris

Q: what are the latest quarter results for HD and COIN, buy, sell or hold, thank you

selina

Q: UBER has reported strong Q1 2026 results : 21% constant-currency growth in bookings and a non-GAAP EPS of $0.72 vs. $0.70 consensus. Despite being rated a 'Strong Buy' by major firms (Evercore, TD Cowen, RBC, CFRA) and delivering 44% YoY earnings growth, the shares remain ~25% below their early 2025 highs (and recently dropped below 200-day average).

I understand the autonomous vehicle (AV) overhang and threat from Waymo and Tesla’s Robotaxi. Both expanding their footprints. Uber seems well-run and is growing and diversifying its business. And it appears to be pivoting toward an asset-light 'partnership layer' for autonomous fleets.
Questions:
1. Capex Risk: If the partnership model fails to scale, is there a risk that UBER will be forced to buy and operate its own fleet in a few years, structurally shifting from a capital-light software business to a capital-heavy transport business?
2. Disintermediation: If Tesla or Waymo successfully vertically integrate their own ride-hailing apps, does UBER’s moat (199 million monthly active users) hold enough weight to preserve margins? In your analysis, even when autonomous cars become a commodity, will UBER's 25–30% take-rate not be squeezed?
3. Stock price shows divergence between record profitability and stagnant price action. In your opinion, sell and move on? Or is this a strategic entry point? Could be dead money for the next 12-24 months? (UBER One membership has grown to 50 million members. I find myself frequently saying “Let’s Uber it....” , which is now a customer habit worldwide for many. But I ask : when autonomous cars become a commodity, would UBER's 25–30% take-rate not get squeezed? :ao:

Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!

Q: Thoughts on the quarter?

Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC

Q: Since this company's IPO the share price has continuously decreased. It's company had already fulfilled it's stock buying program and announced another $200M USD program.

It's growth prospects seem strong, it's branding and connection with younger customers seems in tact and it is targeting a segment of the market with actual banking solutions that are missing in the market. On top of this, the fastest growing segments seem to be middle income consumers which will boast the credit profile and reducing some risks.

Anything to like or dislike about this company aside from the profitability profile which is weak but improving?

Q: I have grown my $32,000 contribution in FHSA to $48,000. And that includes losing $3000 on GSY, currently hold: GRID, KSI, NBIS, PNG and I have $4300 USD CASH to invest, can you recommend a few US high growth stocks and entry price. Home purchase may or may not happen so not concerned at all about needing the funds soon. Am envisioning this growing to $300,000 over the next several years

Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim

Q: Microsoft is not making it for me . Short to even mid term I don't see much of a catalyst for growth. Short list for replacement is MU. PNG, and SHOP .... Please comment on my disposition of MSFT and a short narrative on each of my choices followed by a favorite to least favorite list ? ..... Regarding MU I feel I may have missed the boat as I kept low balling bids daily when it was in the $14 to $17 range ..... But of course that doesn't mean anything if 5i thinks it is still undervalued.. Especially if it is undervalued opposed to the other choices ...... ..... Thanks for your terrific service .....

Q: It is down 22% today on earnings. Could you review the Q and provide insight into whether this should be held or sold? Thank you.

Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.

Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: Still trying to figure out what to do with these healthcare names. Poor momentum and healthcare is unloved. If I sell I can move to something that's working and still sell with gain. Is this the wrong thinking because one should always have exposure to healthcare, even if it is not doing well? I have lots of tech, industrials, financials, and materials, but do have exposure to some healthcare in each portfolio I'm managing.