Investment Q&A

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

Q: What Long term care stocks would you recommend in Canada or US ?

Q: Hi,

What do you think of Factset's latest results ? Is it a buying opportunity ?

Thanks

Guy

Q: Hi, to piggy back onto my recently submitted question, are there any Canadian companies that might also fit this criteria?
Thanks in advance!!


cheers...

Q: What is your opinion on Costco. They have fallen for a while.
Margita

Q: Regarding Pfizer, from a risk/reward perspective, do you see potential in this beaten up stock? It looks cheap to my amateur eyes.

Thanks as always for your expertise.

Q: ASML or MPWR?

Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?