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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: Good Morning Team 5i & Everyone,

Do I have this right? The cybersecurity sector is selling off because of the fear that AI will eat their businesses? I’ve heard that Claude has the ability to scan databases for vulnerabilities and suggest targeted software patches for human review, allowing teams to find and fix issues that traditional tools miss. What I don’t understand is why Crowdstrike and the rest wouldn’t just use the same AI or some clone of Claude to make themselves even better at cybersecurity? Can you flush this topic out for me if you’re able to please? I’d like to understand the bear and bull case going forward.

Thank you very much & hope you have a nice weekend,

Sandra
Read Answer Asked by Sandra on February 23, 2026
Q: I want to free up some US cash, in what order would you sell these stocks.
Read Answer Asked by Brendon on February 23, 2026
Q: Can you please recommend 6 US large cap long term buy and hold stocks in different sectors with some dividend (say 2%+). Thank you.
Read Answer Asked by Pierre on February 23, 2026
Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Read Answer Asked by Kel on February 23, 2026
Q: I'm a little upset with the Fact that Newmont, after such a year in gold, has decided to only increase its dividend by 1%.

I understand that they'll need the money to probably buy Barrick american asset.

What would you think of selling part of my NEM investment to buy Barrick.

Since NEM in on the US side of my porte-feuille, what would you think of replacing this investment by Royalgold?

Thank you
Read Answer Asked by Thomas on February 23, 2026
Q: Hi Guys ! I would like your comments on these stocks. Some of them I'm down a lot eg: ALAB, DASH, NOW. I would appreciate any comments on the individual stocks and also are they hold or sell ? Thanks.
Read Answer Asked by Frank on February 23, 2026
Q: Can you describe the growth potential of TER and whether you feel current prices are sustainable or I should wait for a pull back?

For other robotics and automation stocks and broader ETFs what would your suggestions be ? I am currently in ROBO how does it compare to the others?

Lastly, do you feel robotics and automation is one use case of AI where there is a strong business model right now? I can’t see why this sector will not increase exponentially
Read Answer Asked by Mark on February 23, 2026
Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you
Read Answer Asked by Nick on February 23, 2026
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Read Answer Asked by James on February 20, 2026
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