Investment Q&A

Q: Happy new year to the whole team . I have owned these 2 companies ORCL/HON or a number of years . Are they still worth holding ? Can you recommend their replacements if I were to sell them

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.

Q: Between NVDA and TSMC which do you see having the best growth potential over the next 5 years? Please provide a brief rationale.

Thank you,

Mike

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: I'm looking to start experimenting in 2026 with selling covered calls and cash secured puts (using a smaller % of my overall portfolio). Does 5i have any favourite tickers for this type of activity?

Thanks!

Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

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: If you could only buy 5 stocks in North America disregarding balance what would they be?

Q: Amongst the big 5. Kindly provide an opinion about which are most overpriced (corollary which is best priced for a buy) and based on what metrics or historical measure.

thank you

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: I would appreciate your guidance on investing available cash in my portfolio. I recently sold my NVIDIA holdings, and as a result, approximately 50% of my RRIF investments are currently in cash, and about 5% of my non-registered (open) investment accounts are also in cash. I currently hold VFV, VGRO and XIC in my open account along with approximately 20 equities. I do not currently hold any ETFs in my RRIF account. My objective is to fully invest this cash before the end of 2025. I would appreciate your recommendations on the following:
• Top five investment ideas (ETFs and equities) suitable for my RRIF account, and
• Top five investment ideas (ETFs and equities) suitable for my non-registered (open) account,
with the following parameters in mind:
• Investment horizon: 5 to 10 years
• Risk profile: Moderate
Thank you in advance for your assistance. I value your research and look forward to your recommendations. Best wishes to you and your team for the Holiday Season, and warm regards for a healthy and prosperous New Year.

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 am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Q: Hi 5i Team - I've become interested in a cyber security company called Cohere Technology. The Canadian Government, Bell Canada and RBC have all committed to using Cohere's solutions in their cyber security defense efforts. Also the Canadian Government has planned to invest in this company.

It looks like Cohere is a private company. Do you know of any publicly traded company that has invested in Cohere or are there possible plans for an IPO. Or is there any other way for a small retail investor to get involved.
Thanks.

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: Good morning,

SE's downward trend continues and I'm contemplating a sell. I noticed that 5i has not had any questions on it since late October and I'm wondering about your current thoughts. If I choose to replace it, can you give me any three high conviction stock ideas that you feel may have strong momentum or bounce potential from current prices (any sector). Thank you. Brad

Q: Hello, I invested in the ETF BUG about a year ago. I had compared it to HACK and thought that BUG was more a pure play on cybersecurity than HACK, which has AVGO, NOC and GD as top 10 holdings (AVGO at #1 with 12%). After a year, BUG has barely moved whereas HACK has moved over 10%, probably because of the 3 stocks I mentioned. To what extend these 3 stocks belong in a cybersecurity ETF? If so, should I switch to HACK? Do you believe these 3 stocks will still perform very well in the years ahead? I have plenty of NVDA, so it was never my intention to buy AVGO on its own. Thanks.

Q: I am looking to consolidate my growth portfolio. What are your suggestions on replacing these stocks

CHKP,KO, MCD, MDT,HSIC,UPS,NFLX
with
CRWD/PANW,TSM,ISRG,NVDA,LLY,UNH,COST