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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: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.
Read Answer Asked by Barbara on June 03, 2025
Q: I have held both the above stocks since 2020 in my TFSA. Both are now 76% below my buy prices. Today C3Ai is showing signs of life for valid and obvious reasons. CRSP is not ? at least not that I'm aware of. Would very much appreciate your views as to whether or not either or both of these might continue to be held for logical reasons ? or just bite the bullet and sell.

John
Read Answer Asked by JOHN on June 02, 2025
Q: I'm, looking to get in on the defense sector. Wondering if the above two are the same, why the volume is much higher in the US, did they both initiate at the same time and do you think its a good play to get in or are there other ways to play that sector ?
Thanks
jeff
Read Answer Asked by JEFF on June 02, 2025
Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian
Read Answer Asked by Brian on June 02, 2025
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?

Would 5I have any interest in Dell at current prices?
Thx
Read Answer Asked by jim on June 02, 2025
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD
Read Answer Asked by Kim on June 02, 2025
Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.
Read Answer Asked by Adam on June 02, 2025
Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed
Read Answer Asked by Ed on June 02, 2025
Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?
Read Answer Asked by MG on May 30, 2025
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