skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Looks like there is going to have to be a large build out in electric transmission lines in the US. What companies stand to benefit the most?
Thanks again
Read Answer Asked by eugene on October 20, 2025
Q: Hi 5i
Looking to pick up some cheap shoes and noticed you recently included DECK as a company with good rebound potential. How would you rate these 3 for long term gains?
Thanks, Greg
Read Answer Asked by Greg on October 20, 2025
Q: What is your view of NVTS. They describe their technology as revolutionary; are they sufficiently ahead of competition?. Is there much competition?

MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?
Read Answer Asked by Joyce on October 20, 2025
Q: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!
Read Answer Asked by Pierre-Charles on October 17, 2025
Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?
Read Answer Asked by Pauline on October 17, 2025
Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."
Read Answer Asked by Dennis on October 17, 2025
Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James
Read Answer Asked by James on October 16, 2025
Q: I have a 16% position in the GRNY etf which I recognize as higher risk however it does hold 30 plus equities with a tech tilt but with a level of diversity so that my view is I hold approximately one-half of 1% of each equity. Am considering adding perhaps a 2% holding of Gene Munster's LOUP etf which doesn't show up in your system but has been around for 7 years. Could you provide your opinion of LOUP as a 3 year hold with regard to its approach to equity selection, the current holdings, its performance, its level of risk, and whether you would buy it as a worthwhile high growth potential etf. Do you like it?
Read Answer Asked by Ken on October 16, 2025
Q: I am looking at the growth of EPS at Amazon since the beginning of 2020. It has grown tremendously, especially since it bottomed in Q4 2022 but the stock price does not appear to followed suit. Amazon is trading at a much lower P/E than in the past and the stock price is slightly down YTD, with the S&P up in the low double digits YTD (alongside most other Mag7 stocks (aside from Apple) being up in the high signal or double digits YTD). Any reason why Amazon is trailing the other Mag7? Is this a good time to buy Amazon? Their R&D investments are mind boggling. I have to believe that the stock price will eventually turn around? Would you be a buyer? Thoughts? (Putting aside the AWS disappointment last quarter, is it also possible that Amazon is being repriced so that its P/E and forward P/E better align with some of the other Mag7 stocks.)
Read Answer Asked by Walter on October 16, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!