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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: TANKERS: with all the focus on shipping around the Gulf of Hormuz do you see tankers as a major opportunity right now?

And if you do: What would be your top 2 picks now? And is there an etf that would be complementary or instead of individual tanker stocks.

Thank you
Read Answer Asked by Donald on April 16, 2026
Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?
Read Answer Asked by Neil on April 16, 2026
Q: Tsla dropped from a high of $498.83 in Dec,2025 to some $$342 low before rebouning to current $391.95.SpaceX the biggest Ipo in history is debuting soon..Thinklng of adding to my small position.Your opinion please.Txs for u usual great services & views C White like P Hodson & R Modesto was great on Market Call.
Read Answer Asked by Peter on April 16, 2026
Q: In these uncertain times ,what would be your top two suggestions (regardless of sector) for US small and midcap stocks. Thanks for your calm during these interesting times. Geoff
Read Answer Asked by Geoff on April 16, 2026
Q: According to portfolio analytics, I'm seriously underweight in Healthcare, something which I should probably correct. Any of these names herein stick out as great buys in healthcare. US or CAD, no difference to me. Thank you.
Read Answer Asked by Sylvia on April 16, 2026
Q: Hello,

Microsoft is trading at its lowest valuation in nearly a decade at 23x earnings, despite Azure growing at 39% and overall revenue up 17% last quarter. By comparison, Alphabet trades at 29x earnings despite lower revenue growth than Microsoft since 2023 (31% vs 44%), and lower net margins (33% vs 39% for Microsoft). That said, Google Cloud is growing at 48%, faster than Azure, which could partly justify Alphabet's valuation premium. Given Microsoft's dominant position in enterprise cloud, its AI integration through Copilot with 15 million paid seats, and this valuation divergence with Alphabet, do you see Microsoft's current valuation as a genuine opportunity for long-term investors? Does Google Cloud's faster growth represent a significant competitive risk for Azure over the medium term? And what are the other key risks that could prevent Microsoft from returning to its historical valuation levels?

Thanks
Read Answer Asked by Charles on April 16, 2026
Q: I replaced EXE by ADP at a 52 wks low on friday in order to get more stability + dividend growth ; is this move appropriate in your view and is AI a significant concern for ADP business ? I can' t wait for your feedback here !
Read Answer Asked by Jean-Yves on April 15, 2026
Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry
Read Answer Asked by Terry on April 15, 2026
Q: Good morning 5i Team,

I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......

The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.

Thanks for all you do.
Read Answer Asked by Jerry on April 15, 2026
Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You
Read Answer Asked by Stephen on April 14, 2026
Q: I'm looking for exposure to the infrastructure/materials area. Would you think more pure plays for aggregates like VCM or MLM are preferred over CRH or AMRZ which also have construction exposure? What do you think of this idea and what would your preferred companies be? Thanks very much!
Read Answer Asked by Michael on April 14, 2026
Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.
Read Answer Asked by Adam on April 14, 2026
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