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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: Had several stocks down roughly 5% March 30, these 5 were almost or over 8% down, overall portfolio was down 3.38% in a day. Seems unfair seeing what the indexes did :)
Read Answer Asked by Charles on March 31, 2026
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 30, 2026
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim
Read Answer Asked by Timothy on March 23, 2026
Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim
Read Answer Asked by Timothy on March 23, 2026
Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you
Read Answer Asked by Nick on March 19, 2026
Q: Any concerns with short Int % for NBIS at 17% and GLXY at 12%? At what % level do you start to get concerned and what are some things to look out for when you see these elevated short Int? I know its personal for everyone, but for a growth investor with medium/high risk, what % allocation would you suggest for these names given their risk and volatility? Would it be somewhere between 2.5-4%? I have NBIS at 4.2% and GLXY at 3.5%. I believe both have good long term potential. Thanks!
Read Answer Asked by Keith on March 19, 2026
Q: Hi 5i,

What are your top 5 conviction stocks currently (Canadian or US)?

What about your top 5 defensive stocks (with a dividend) if we are concerned about a downturn in the market?

Thanks,
Evan
Read Answer Asked by Evan on March 18, 2026
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks
Read Answer Asked by Nick on March 18, 2026
Q: Good morning, 5i Team,

Based on the answers and comments you make about NBIS I can deduce that you like NBIS yet confused about price action. That makes at least two of us.
Are you able to share your thinking process of what might be happening with this instrument. Is it simply favored by the speculative bunch?

I closed my position yesterday, but I find it hard to resist to re-enter today.

Thank you as always

Nick

Read Answer Asked by Nick on March 18, 2026
Q: Hi, given recent action, including a nice jump by Nebius, but keeping in mind possible cyclicity, can you please rank these five stocks as possible best buys today, indicate whether they are buy, hold or sell, and give a small blurb why they are worth buying today. 3-4 year holding. Thank you
Read Answer Asked by GeeMac on March 18, 2026
Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Read Answer Asked by Sal on March 16, 2026
Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
Read Answer Asked by Martin on March 16, 2026
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