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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 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks
Read Answer Asked by Gordon on April 22, 2026
Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Read Answer Asked by Nick on April 22, 2026
Q: I have been a happy, satisfied member of 5i for 10 years and in all that time I have shied away from placing much importance P/E ratios, mostly because I sensed 5i finds P/E ratios can sometimes be misleading. Curiosity has gotten the better of me today. Without having done a deep dive, what should I glean from the information profile if you do or do not have a P/E ratio in the profile box? Is the lack of a P/E number a fed flag? Why does FLY have negative -12 or -16 over last 5 years?
Read Answer Asked by Lionel on April 22, 2026
Q: In a registered US account I have the following companies. They have all done well. Thanks to your advice. I wanted to raise some cash in the account and looking to trim. Are there any that stand out to trim? They are all roughly 12% of portfolio with NBIS being slightly more. Any preference?
Thanks very much
Read Answer Asked by Craig on April 21, 2026
Q: This is sort of a follow up to a question asked by Shane on Mar 12 2026. In it your response was an overall positive view of CECO's long term prospects, but I believe it has since been subject to an investigation by the law firm Halper Sadeh for a possible violation of securities law. Details of which can be found at: https://halpersadeh.com/actions/ceco-environmental-corp
Considering this additional information, would you continue to have the same overall opinion of CECO, and would you consider it to be a hold or sell if one is already underwater on the stock since its rather large drop of 22% on Feb 24th, which I believe was due to an earnings related event. As it is in a TFSA there are no tax implications to be taken advantage of.
Thank you, as always, for your valued opinions - we appreciate the hard work that goes into providing them.
D
Read Answer Asked by Dawn on April 21, 2026
Q: Hi Peter,
I have KRMN in my TFSA and with its negative momentum, I want to sell it, even though at a loss (no tax loss harvesting available) and reinvest the proceeds in another name. TER is an option though it has moved up quite a lot lately. How do you feel about TER at this price and its near term growth? Is there another growth name that you like better with higher upside potential? Thanks.
Read Answer Asked by Willie on April 21, 2026
Q: I have a small position in Karman Holdings (KRMN). It has dropped since I bought in. I know it had some issues with filing its 10-K and has a new CEO. And there is not a lot of information on the company as it just went public last year. But the company designs, tests, and manufactures key components for space propulsion systems, rockets, and missiles, which is in big demand these days. My question is, would you be comfortable adding today and what is the max position size you would take? Also, does it have a lot of competition? Thank you.
Read Answer Asked by Kim on April 21, 2026
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