Investment Q&A

Q: From your answer to Neil’s question yesterday: “We feel the key for investors is owning a mix of names across sectors, HALO, AI-HALO, and not chasing into the latest 'hot theme' with a large weighting, but taking a measured approach to names that have long-term secular tailwinds in growth industries.” For a new long-term portfolio (5-10 years+) could you supply the sectors you are referring to and a stock or two for each sector? Thanks!

Q: Can you please provide an updated opinion on $ARM based on is most recent earnings and forecast? And rank it relative to its peers right now?

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Hi team,
Broadcom (customer of Celestica) seems to be making a lot of large deals/partnerships lately with Hyperscalers. This being said, do you see fruits of these deals trickling down to Celestica in the form of more contracts and business for CLS? Can this be a catalyst for CLS that doesn't currently seem to be being talked about?

Thanks,
Shane.

Thanks,
Shane.

Q: Looking forward a few years, which of AVGO and MSFT do you think will emerge as a long term winner from the AI investment cycle and therefore be the better quality company to buy and hold today? While AVGO is clearly benefiting from the build phase of AI infrastructure, I am wondering if MSFT is more likely to be the long term winner, along with the other hyperscalers, rather than the semiconductor suppliers.

Q: hi
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris

Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!

Q: I currently hold NVDA and AVGO, both at about a 3% weighting. In your view, do both need to be held? Which do you believe would produce better returns over the next 3-5 years? Thank you.

Q: What is AI revenue? It is growing at $8.4 billion, and it's an incredible 106% increase year-over-year?

Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.

Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?

Q: Good Morning
With all the increases in Capex spending what specific stocks do you see as benefitting short and long term? This might seem like an obvious question but with all the negative momentum it needs asking. Thank you

Q: I have a recent purchase of AVGO:CDN stocks and am up 71%. I check my CIBC account for this stock and it shows a drop off the cliff price chart which I don't understand. I can't find any explanation for this. I see the dividend is very low and thought it was much higher when I bought the stocks. Can you shed any light on this?
Thanks

Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Q: If you were staring a position today for a long term hold, would you go with Amazon or Broadcom?

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

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??