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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: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!
Read Answer Asked by Dawn on August 14, 2025
Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.
Read Answer Asked by Gordon on August 14, 2025
Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!
Read Answer Asked by Chris on August 13, 2025
Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on August 13, 2025
Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks
Read Answer Asked by Fernando on August 13, 2025
Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.
Read Answer Asked by umedali on August 13, 2025
Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?
Read Answer Asked by David on August 13, 2025
Q: Hi 5i team,

In "Summer Investment Wisdom: Five Mistakes to Avoid" by Peter, it is stated, "If a stock declines while fundamentals are improving, it is usually worth buying." Do you think PayPal and Adobe fit the bill?

Best,
Matt
Read Answer Asked by Matt on August 13, 2025
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