Investment Q&A

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

Q: Iam going to move some of our cash acct. Securities to tfsa . Specifically msft , amzn, google would you please give me your opinion of which of these you see as having best return over nex t year. Please rate as 1,2,3.
Cheers, Doug

Q: Which do you recommend and at what entry price? I assume best in a TFSA?

Q: Non-urgent question. Please respond at your convenience.
Can you please review and comment on their recent financials/performance?

Share price has dropped from their recent highs and 7% dividend seems attractive.
Can you also give your opinion on dividend sustainability?

Q: Hello
it was mentioned that Peter would give his thoughts of some of the stocks on TSX that would be candidates for a rebound in 2026, on National Post on Dec 20 , I have missed seeing that, can you let me know what are some of the stocks that he like for a rebound after a disappointing 2025 year? thanks
Michael

Q: Happy holidays. No rush to respond but I’d like to add a cyber security stock to my portfolio. Leaning towards CRWD but curious if you think this is the best bet or there are other better options

Thanks!

Q: What do you think to invest on RUN .

Q: ROOF recycles reshingles. They shred a shingle and produce 3 different products. The marketplace has a different cycle wherein they shred a shingle to produce road tar. Does ROOF have enough of a differentiator in its product line to sustain the viability of the company long term. Could you provide your opinion on this company's valuation and long term outlook for the next 3 - 5 years?

I have just become a new member; I read questions every day and I am very pleased with the information and website that you have developed. Thank you. I am a regular investor, but as a novice investor your guidance is invaluable.

Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.

Q: Have room for one industrial - looking at AXON or RNMBY - which gets the nod?

Q: Hello 5i Team,
What should I do with my main dog? Sell or hold ZIM?
Thank you
Brent

Q: Jim Chanos has expressed the opinion that NBIS and CRWV are capital intensive, low margin, and high risk investments. Your comments much appreciated. Thanks.

Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)

Q: in regards to nicks question on Tesla,I have been driving with Full Self Drive for the last year and the improvement with Grok and Ai added in the last updates have made it incredible, most drives in and around town take no interventions from me, FSD is almost there and only 8% of Tesla drivers have it now, at 99$ per month it could be a sizeable contribution to cash flow,

Q: Greetings 5i, I am looking closely at Stryker to increase Healthcare exposure. Please provide your analysis of this company in terms of stability, valuation and future growth prospects. What makes it stand out from its peers? Thank you.

Q: I am interested to know your thoughts about US MLPs for Canadian investors. One that’s been on my radar for a while is energy transfer partners. Could you please address the tax issue related to what a Canadian investor must be careful of, or which account would be better to hold an MLP in. In addition, could you list 3 to 5 MLPs that pay wonderful dividends that you would recommend?

Q: NRXS Can you give me you opinion on this stock. Do you it has potential from current prices?

Q: Do you have an opinion on RPID?

Q: I am seeing sell recommendations for ARM from other analysts. ARM designs the CPUs used in almost all cellphones, the current Apple computers and a growing share of data centres. How could this stock be overvalued? What is your projection for the medium to long term?

Q: What is your opinion on Tesla moving forward ? Is there an opportunity here starting a new position? In a previous question you stated that Fundamentals in the company are improving. Do you mind explaining please?

Thank you