Investment Q&A

Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Q: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.

Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.

Q: Your thoughts on NRT please

Q: In the webinar you spoke about CASY. I did some research and really like this company. Performance has been outstanding, +44% YTD.

I own 5000 shares of ATD and it in contrast has been languishing - 7% YTD and at the same level as September 2024.

Do you think this would be a good switch, ATD to CASY?

Sheldon

Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Q: Ambiq Micro Inc NYSE: AMBQ

Ambiq Micro's stock is projected to experience significant growth in the coming years. Analysts have set a consensus price target of $41.75, with a potential upside of 43.05% from the current price of $29.19.

Who are it's competitors?

Buy or not?

Thank you.

Q: Hello Everyone,

May I have your updated assessment of UiPath please?

Thank you.

Q: Legence LGN US.

Information & opinion on this company. What does it actually do?

Thank you.

Q: I'm OK waiting for my answer to this question into Jan 2026, I had some time now so wanted to pen my question.

Every year I do a year end review of my portfolio's, one thing I look at is weightings. A couple years ago I asked 5i a weighting related Q wrt Brookfield. I had BN, BAM, BEP and BIP I had roughly 4% weighting in each, 16% total Brookfield exposure. This same question has been asked by other 5i members and you have been pretty consistent with your advice. I wanted to know if it was OK being a splitter vs a lumper, ie, I have 4 stocks at 4% weighting, you were comfortable with that but did caution about much more wrt 16%.

So, here I am, asking myself a similar kind of question with a different twist. Alphabet now makes up +/-16% of my portfolio weighting. 16% weighting in a single stock is likely too much, I get that. The twist I referenced is looking at Alphabet in terms of the various business lines. Search (advertising), You Tube, Chrome, Data Centers, Waymo, various Ai elements - Gemini, TPU's etc, Pixel, Android etc. Yes, I have 16% of my portfolio in Alphabet, but I'm wondering if it's OK to look at it as 6 significant lines of business at 16% weighting. In this scenario, I'd have 2.5% to 3% weighting per business line making it more palatable.

I'm interested in your thoughts

Q: Can you please rank your top 3 stocks in the US Energy sector? Or should I just buy the XLE?

Q: I am trying to understand the economy, stock market of 2025. Maybe there is no rational explanation, but how does one explain why
A. amongst canadian banks. TD did so much better than other big 5 peers ?
B. amongst the US big 5, google outperformed the others by so much?
did TD and Google do something in particular?

Q: Amongst the big 5. Kindly provide an opinion about which are most overpriced (corollary which is best priced for a buy) and based on what metrics or historical measure.

thank you