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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: I am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST

Read Answer Asked by Andrews on December 15, 2025
Q: Greetings 5i, I would like to revisit the investment thesis for Ilumina, sold it for a tax loss but the stock spiked up on earnings and has continued to rise. Please provide an analysis of its future prospects and your opinion as to whether or not this is a buy now. Or, is there a better option in this field? I already have a good sized position in Intuitive Surgical. Thank you.
Read Answer Asked by Barbara on December 15, 2025
Q: This equity appeared recently in my RRIF account…..I did not receive any information about a spin off from any of my holdings but maybe I wasn’t paying attention. I presume that’s where it came from. A Danish company I believe, listed on the NYSE. Can you enlighten me please.
Thanks for your service.
Len
Read Answer Asked by Leonard on December 15, 2025
Q: I am trying to reduce the number of stocks in my portfolio. I hold both these but in small quantities. No tax consequences. Any reason to keep or add to either ? Thoughts on one stock to consider for replacing them, please ?
Read Answer Asked by Alexandra on December 15, 2025
Q: Hi 5i team,

Among the tech giants, I own NVDA, GOOG, and AMZN. I have a high level of confidence in NVDA and Google, but not the same level for AMZN. My reasoning for owning AMZN is its upside potential, I think, driven by operational efficiency improvements and advertising revenue growth, despite cloud competition. I belive MSFT has the most resilient business model for compounding with diversified revenue streams and a clear path to AI monetization. The case for AAPL is its business and ecosystem, and it is a potential winner if AI doesn’t pan out as expected.
All of them are buyable and ownable, and I would appreciate your input on which three stocks you are more confident in for a long-term hold and why.

Best,
Matt
Read Answer Asked by Matt on December 15, 2025
Q: Seasons Greetings,

1) What do you make of the recent numbers?
2) Would you buy it for a 3 year hold or will AI be nibbling away at it's breakfast, lunch and dinner?
3) If so, what sort of price would be attractive bearing in mind it seems to have pulled out of it's nose dive with a more positive 2 week chart?

All the best,
Read Answer Asked by Arzoo on December 15, 2025
Q: A month ago, in your answer to Ellen, you recommended MSTR as a replacement for IBIT for tax loss harvesting. Unfortunately, it turned out to be a bad advise, as MSTR dropped over 21% vs. IBIT drop of 11% since. You repeated the same recommendation in your answer to Lai Kuen 3 weeks ago, but this time you mentioned that MSTR's "NAV could erode further below 1X"... can you please explain why would NAV erode below 1X? It seems counterintuitive for the company with NAV tied to the Bitcoin price. I am aware of the risk of removal from Nasdaq, yet, it appears that MSTR is in a freefall these days.
Read Answer Asked by Michael on December 15, 2025
Q: Good morning,

Aeluema, which I can’t find in the database has come off of its latest decline.

It is tied with lidar, sem’s, quantum. Would you please give your assessment on this company in its present state as a speculative starter position.

Thank you.
Read Answer Asked by Adam on December 12, 2025
Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane
Read Answer Asked by Shane on December 12, 2025
Q: LIN has been tanking in the last while, down perhaps 20–25% from its high earlier this year. Can you explain why this is happened? Do you see LIN as a favourable investment going forward, and why? One other related issue: is tax loss selling also an issue in the US, that is, is there much loss selling at this time of year? Many thanks for your excellent service.
Read Answer Asked by Leonard on December 12, 2025
Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again
Read Answer Asked by eugene on December 11, 2025
Q: With my tax loss proceeds, I am thinking of taking a position in cecco, axon or clbt, Could you prioritize these in terms of immediate purchase? Thanks for all that you do and happy holidays to you and the staff, Cheers, Geoff
Read Answer Asked by Geoff on December 11, 2025
Q: re: HON-Q, HON-NE, HON-AQN

Hi, I am interested in buying Honeywell, but have noticed there are different versions of the CDR's, is there one better or worse than the other?
Would Honeywell be a reasonable purchase at this time or maybe one of its competitors, any suggestion would be appreciated.

Seasons Greetings,
Read Answer Asked by L on December 11, 2025
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