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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:
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
Q: Which company makes the most garbage pick up trucks?...you know the ones where you throw it in back then compress it?..is this type of business worth investing in?
Read Answer Asked by adam on January 09, 2026
Q: Happy New Year to 5i research communities!

Recently, the term "quantum computing" has been heard and read from all kinds of media often and people believe this theme might be a thing for 2026. How do you think of this theme? and any investable ideas you could suggest? Thanks.
Read Answer Asked by Lin on January 09, 2026
Q: I’ve held The Trade Desk for a long time and it is at a very low price at the moment compared to historic prices, but it sounds like you're skeptical about its near-term growth potential. Should I look to exit? Between Crwd, ens, app, and png …which offers the highest growth ceiling for a five-year horizon? If you have another company to recommend, feel free … Thanks
Read Answer Asked by jean on January 09, 2026
Q: Good Morning 5i,

Thank you for advice over the 5 years we have been with you. Can you help us understand the negative momentum on TT. At this time the technical side is showing a possibility of $310 to $320 as a bottom but we don't have insight into the last two quarters in 2026 or 2027 and beyond. Their moat is large so the decline is somewhat of a mystery. We do not own the stock and are looking at purchasing it if it falls below $330.

Thank you for your help.
D&J
Read Answer Asked by Jerry on January 09, 2026
Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.
Read Answer Asked by Rob on January 08, 2026
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