Investment Q&A

Q: Hi All at 5i!!
There have been ruminations that Ai is in bubble territory. In case that this is true and we are in for a correction, which 5 Ai producing companies would be likely to weather the downturn the best.

Cheers,

Tamara

Q: What type of metrics or tools do you use when finding successful Small cap companies? How does a small cap companies arrive on your radar?

Thank you

Q: Hi,

Brookfield Private Equity Fund (Canada) is not open for Individual investors and is only offered via registered financial advisor. I got below response against my query from company, FYI

"Individual investors cannot participate in this offering through their self directed brokerage account. Please reach out to your registered financial advisor or dealing representative to learn more about the offering"

Q: Lately I’ve noticed that aside from AI tech, financial, and gold stocks, most other sectors seem to be sliding. Are we in a rotation phase right now? Would love to hear your thoughts—any idea when the rest might start to move?

Q: I have experimented with several AI engines (including ChatGPT , Grok, and Copilot) and have noticed numerous inaccuracies when cross-referencing against reliable sources. I’ve also found responses somewhat sycophantic. At best the tone of responses I get are overly deferential, even when I am careful to keep my prompts neutral and precise . This can lead to incorrect conclusions and wrong decisions.
Please share your insight, views and comments on which premium AI platform currently provides the most reliable and *up-to-date* forensic data on businesses for informed buy or sell decisions. I’d appreciate your insights and , if possible, specific recommendations.

Q: A bubble for me is defined by our taxi driver or plumber telling you how he has made $1 million dollars in the stock market and is going to quit his job to trade stocks for a living. We are not there yet.

Q: Looking for you thoughts on index investing for portfolio diversification. Thanks Bob

Q: Dear Peter:

On surface this looks like a simple and even a "dumb" question. However I am struggling with this question as it impacts on not just my portfolio but almost everyone's!

What is a Bubble? Are there any acceptable definitions of a "Bubble"? Is Bubble a Technical Analysis based concept or a Fundamental Analysis based concept? Do they share any similarities? Is a Bubble applicable to all of the market or is it confined to just one domain? (Gold is in a Bubble but not Silver, not yet) Finally is the definition of a Bubble Static or Dynamic phenomenon? In other words what was a Bubble in 2000/2001 (dot com Bubble) is NOT a Bubble now!(AI phenomenon?)

Financial media gives a lot of opinions filled with "hyperbole"! "Sell now" we are in a Bubble! Others say, "No, wait till Gold hits 6000"!

It is important as one needs to sell or add in a prudent,well thought out and rational manner. Hence this question.
If you think this behooves not an answer but an article, so be it. I will wait! No problems.

Q: Hi Team,
If the AI bubble bursts, what stocks do you think could still hold up? Could I get three ideas, please?
Friday’s market was rough — even the non-AI names took a hit.
Thanks!

Q: I remember a question from a while back asking something like "How do you recommend members use 5i either Daily or Weekly?"

I can't seem to find it so can you please answer again? Thanks

Q: Hi: it’s obvious that AI has boosted the market to new heights. My hypothetical question is, if AI was taken out of the equation, how well has the market performed over the last several years?

Q: Good afternoon,

I am hoping to fill out a couple positions in my non registered account.

I’d like to do so while changing currency. Would it be worth selling the CDR, wait 30 days and rebuy in your prediction.

I’m assuming we may see some further downward pressure with tax season around the corner. What would be your strategy here?

Thank you.

Q: How much importance do you place on the level of the cape ratio when making investment decisions? If one were retiring in the near future with the cape at near record levels. Should they not be concerned about equity returns being low over the next 10 years?

Q: Sometimes when markets feel a little "frothy" I wonder what is behind the movement. I think one causal factor would be that certain investment managers, such as for larger pension funds, have cash flowing from contributions weekly (or at some regular interval) and they MUST keep cash balances within the range of their investment portfolio objectives so they need to buy SOMETHING!

If this in any way accurate? How much does it move the needle? What other strategies can these managers use to reduce volatility? (Maybe this comes full circle to Dollar Cost Averaging and that much of the time the market is at a new all-time high.)

Thanks!!

Q: I know market timing is a mugs game but would welcome your thoughts on the risk of a market top. What signs do you look for in determining when to reduce exposure? Is there an optimal cash level to provide some insurance? what inning are we in?

Q: What % of a growth portfolio would you suggest to be in small caps for an investor in his 50’s?

Q: Hi there, what are your current overall favourites names in the US space for growth with a decent risk to reward (ie: not looking for all or bust type names).

Thanks!

Q: What do you folks think of the proposal to cut back required financial reporting by public companies from quarterly to semiannually.

Q: When people compare investing a lump sum to dollar cost averaging to market timing they usually trot out long term averages showing lump sum is better. Doesn’t context matter? Valuations are currently elevated. If they ran the comparisons after eliminating the years when valuations were at or below some long term average would the answer change?

How would you approach this question in today’s market context.

Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!

Q: Please comment on how to manage position sizes of portfolio with different equity ETFs. Max / Min weight of individual ETF? Thanks in advance. Your comments are very much appreciated.