Investment Q&A

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL

Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!

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: Looking at total return on a 3 to 5 year hold, how would you rank these companies (highest first)

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 the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Q: We have had two great years of returns and many sectors like Tech, Financials, Materials.. have done really well. I have done some rebalancing heading into year end and am at about 65 % Equity and 35% Fixed Income/Cash. My top 5 holdings are BN, GOOG, MSFT, AMZN, RY.

I am confident (hopeful) that I am well positioned to weather any inevitable drawdown or pullback.

What sectors do you see that could perform well in 2026?

Many Small/Mid Cap stocks have suffered in late 2026 (PRL, GSY, LMN, NBIS, TOI, others) Do you see the Small/Mid cap space as an area to deploy cash in early 2026?

Is there an area of the market that could surprise in 2026?

Please deduct appropriately.

Thank you for your continued support and guidance and have a great Holiday Season!!

Tim

Q: With the trillions of dollars being invested in the U.S. in 2026, what would be 5 companies that would benefit the most from that.

Q: can you talk about these stocks as investments
Thank You
Peter

Q: Jim Chanos has expressed the opinion that NBIS and CRWV are capital intensive, low margin, and high risk investments. Your comments much appreciated. Thanks.

Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?

Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.

Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Q: Hi 5i Guys,
I've noticed that NBIS has variously been top, mid and lower mid in your growth rankings for US stocks depending on the day. How are you feeling about its prospects these days - both for a 2 year, 5 year and 10 year horizon?
Thanks so much and hope you are all moving into great holidays soon!
J

Q: I am trying to reduce the number of stocks in my portfolio. I hold both these but in small quantities. No tax consequences. Any reason to keep or add to either ? Thoughts on one stock to consider for replacing them, please ?

Q: At what price would you initiate a position in these stocks or would you avoid any or all of these?
Thank you

Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.