Investment Q&A

Q: All different in varying degrees. Please rank in order for best return 5-10year hold.

Thank you as always!

Q: I want to have my TFSA grow bigger. Of the stocks listed, in what order would you add them to the TFSA? How long of a hold do you suggest, and what are target prices you'd be comfortable with? Is it better to wait for a pullback? Take as my question deductions as needed.

Q: Hi Team. What are you thoughts on WD-40 Co?

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Q: I hold Crowdstrike (CRWD) and Palo Alto (PANW) in the cybersecurity space. PANW has done well for me but last year it struggled. I’m thinking of selling some, or all, of PANW and buying Fortinet (FTNT). Could I please get your thoughts? If you were to hold just two, or all three, could you please tell me what percentage you would allocate to each? Thank you.

Q: I remember many years ago, when I had just started looking after my own investments. I made many mistakes and even ended up with a few "smoking holes in the ground". I have now been a long term subscriber to 5i and have enjoyed much success as a result of the teams sage advice. Than you for helping me separate the Wheat from the chaff.

As a retired high school teacher I remember way back, prior to alphabet (google's) IPO, seeing their logo on every computer in the classroom when students booted them up, and thinking, " I wonder if they would ever IPO?" Well, of course they did, and upon seeing that I would need to pay a 17% premium as a retail investor (no matter how quickly you acted the morning of the IPO) I passed on the stock until years later. I am a happy shareholder currently.

My question is, are there any pre IPO companies that you are currently excited about, and if so, how can a retail investor have the best chance of getting in on an IPO other than waiting until it trades publicly? Anthropic? others?

Thank you

Q: I have a position in MSTR that is now less than 1%. My cost is $12.80. I'm wondering about averaging down to bring the position to 1-1.5%. What are your thoughts for MSTR in the coming years, and my idea to average down in this case?

Q: Any thoughts on Watsco? Do you think this past year's drawdown is a good opportunity to initiate a new long-term position?

Q: With the United States interim (??) takeover of Venezuela, what US publicly listed interests do you see as benefitting. Initial thoughts are the obvious oil and related infrastructure companies, shipping co's etc. Additionally, what companies have the capacity to handle extraction, refining etc the heavy grade that Venezuela pumps (if refined elsewhere)? Please offer brief thoughts and a short list of US blue chip dividend payers that will benefit. Also state if there are US companies that have outstanding arbitration awards.

Q: hi,
I am down ( with percentage in brackets) on the following US equities:
COST(9), JD(29), UBER(11).
which stocks if any would you buy at current levels and please rank best to worst.
cheers, Chris

Q: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Q: Hi Peter
As the volatility increases in our world what are your top Us defence companies you would invest at this time .

Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Q: Both SpaceX and Databricks have hinted at IPO’s in 2026. I own competitors Rocket Lab (RKLB) and Snowflake (SNOW) respectively. How concerned should I be, that investors will flee RKLB and SNOW and buy the IPO’s? Would you continue to hold RKLB and SNOW? Thank you.

Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Q: I understand that BMNR has a board meeting mid January. I am having trouble understanding the current situation.

Has Tom Lee changed his opinion regarding the upside potential.