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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: Hi Folks,
Realizing stock weighings are a personal decision - GOOG is now 11% of my total portfolio. I would like to bring it down to 7% or so ( may I ask what you have it at in your 5i portfolio). I am thinking of buying META. May I have your opinion as to whether this would be prudent at this time with stocks at all time highs or should I continue to let GOOG ride for now?
Thanks
Read Answer Asked by JOHN on October 27, 2025
Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you
Read Answer Asked by Richard on October 27, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Read Answer Asked by Fernando on October 23, 2025
Q: Hello 5i,

Which stocks could be negatively or positively affected with ChatGPT Atlas?

I don't see adds right now on this browser. If they do add advertising in on free accounts...What would be the impact to software that relies on adds?

Ironically, if Google offered an add free/pop-up free subscription we would have signed up long ago.

Looking forward to your analysis.

D&J

Read Answer Asked by Jerry on October 22, 2025
Q: Please comment on Chrd. Buy,Hold or Sell.If sell,please 3 best alternaives,regardless of sectors.Txs for u usual great views & services
Read Answer Asked by Peter on October 21, 2025
Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!
Read Answer Asked by Neil on October 21, 2025
Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock
Read Answer Asked by Maulik on October 21, 2025
Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.
Read Answer Asked by Donald J on October 21, 2025
Q: Most successful investors I have read about become rich investing in 3 to 4 consolidated holdings. What do you think of that approach? If you had to sell everything today to invest in 4 stocks which could double in 1-3 years time frame, which will those 4 stocks be. How do you protect yourself from huge drawdowns along the way. On the other hand what do you think about over diversification where you do not invest more than like $2500 per investment and sell half when the stock doubles and leave the rest and continue doing that.
Read Answer Asked by Imtiaz on October 15, 2025
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Read Answer Asked by Gilles on October 14, 2025
Q: Hi Team,
I was looking for quality growth names that were attractive today for purchase. Geni was on the list due to the recent weakness in the sports betting sector. Do you see it as a opportunity to buy at these levels? Could you also provide a couple names on your radar either cnd or US that you see as particular good buys today for a 10yr hold? Thanks

Shane.
Read Answer Asked by Shane on October 10, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: Got my first 10 bagger today!! Thank you to everyone at 5i bringing us such good stock ideas and portfolio analysis. Thought Nvidia was going to be my 10 bagger but Galaxy Digital has been on a tear and takes the prize. Now that I have to trim them both(again) what stocks might be worth looking at in Communication services(US or Canadian) as I am presently low in that sector.
Thanks again.
Perry
Read Answer Asked by Perry on October 07, 2025
Q: The time has come to trim some of my NVDA, it simply has grown too large as a percentage of my portfolio. Can you please provide 3 top picks in the US for a long term hold.
Thank you
Read Answer Asked by Marty on October 03, 2025
Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.
Read Answer Asked by Merrilyn on October 02, 2025
Q: CSCO is one of my core and long term holds. Lost money and made money and now after so many years I am sitting with very significant gains.

The question is this: Under the current AI craze and momentum and things changing so rapidly, should one hold and let it run the course or sell it and move it to AI based stocks. (I already have some of your favourites like GOOG and NVDA.)

Where does CSCO fit in the new AI paradigm shift?

Many thanks.
Read Answer Asked by Savalai on October 02, 2025
Q: Hello Peter and team,
I would like your thoughts about Adobe who recently got a lot of downgrades from major investment houses of renown. Is AI going to affect their business to such extent? The same thing was said about Google a few months sho which lately rebounded quite nicely. Can they both be in the same boat? Thank you for your always interesting views. Adel
Read Answer Asked by Adel on October 02, 2025
Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Read Answer Asked by Ian on October 01, 2025
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