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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: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.

thx, M
Read Answer Asked by Mark on January 24, 2026
Q: Hi Team,
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?

Thanks,
Shane.
Read Answer Asked by Shane on January 23, 2026
Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra
Read Answer Asked by Sandra on January 23, 2026
Q: KSCP your view on this one please
many thanks
Read Answer Asked by Howard on January 23, 2026
Q: This ETF was mentioned the other day in an answer. My question is in part about it…can you comment on its MER, volatility, liquidity and your overall assessment about it. But also, can you suggest what size market cap you would want to see an ETF have to be comfortable with taking a position of some size? Thanks for your excellent service.
Read Answer Asked by Leonard on January 23, 2026
Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?
Read Answer Asked by Pat on January 22, 2026
Q: I’m considering selling Meta to purchase either AVGO or TSM in the tech sector of my portfolio. This is within my RRIF account.
Thoughts for a three year hold??
Read Answer Asked by Dennis on January 22, 2026
Q: I am a 75 year old pensioner and hold these stocks in my Rrif at a significant loss:Csu -20%,Clbt -17% and Crwd -20%.Is there any point in holding on to these considering my age and probably not a long term view(say 2-3 years)?What is the likeliehood that they will each be 10% above my purchase price in that time?
Read Answer Asked by John on January 21, 2026
Q: Hi,
I recently reviewed your latest report highlighting the industries and companies expected to lead the AI revolution. I found it very insightful and appreciate the depth of analysis that went into it.
The report clearly reflects an enormous amount of research and effort—there are well over a hundred companies listed, which speaks to the depth of your work. That said, the sheer volume of information can feel a bit overwhelming. Would it be possible to update the report to indicate your relative preferences across the compute stack? For example, you might use color coding—one color for your top-tier selections and another for second-tier names—while leaving the others unhighlighted.
Alternatively, as a simpler alternative to color coding, would it be possible to share a spreadsheet version of the companies where you could simply indicate your top AI preferences (for instance, A, A-, B with everything else left blank to keep it simple)? Once available, we could then sort and analyze the information in whatever way best suits our individual research or investment focus.
As an aside, I did notice that firms such as TSMC and ASML—both widely regarded as foundational to the semiconductor and AI supply chain—were not mentioned. I'd be very interested in your perspective on how they fit into your broader analysis, or whether their exclusion reflects a particular focus within your coverage.
Recognizing that implementing any of the above suggestions may take time (and assuming the above is acceptable to you), could you offer an interim view on whether the long-term core holdings you previously highlighted in another question (such as VRT/ROK, NVDA/AVGO, APH/ANET, GOOG/MSFT, and LRCX/KLAC) remain attractive investments at their current valuations? Some AI-related names have reached elevated levels, and your updated perspective would be most helpful.
I believe this report establishes an outstanding foundation that we will reference for years to come. Your own ideas, along with suggestions from readers like those shared above, can only contribute to its continuous improvement.
In closing, a keynote speaker at Davos today highlighted what they see as AI growth's key bottlenecks: infrastructure (including power, compute, and network bandwidth), trust (encompassing security and safety), and data (particularly gaps in machine-generated data). Your report appears to comprehensively address the infrastructure and trust dimensions, while the machine generated data landscape may be an area for consideration as this part of the stack evolves.
Excellent work.  Greatly appreciated.  Thanks again.
Read Answer Asked by Walter on January 21, 2026
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