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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: If you believe that the AI bubble will burst this year how might you position your portfolio to profit? I imagine picking defensive names, not owning companies with direct AI exposure, and owning precious metals is a start. If the bubble burst I would assume this would trigger a broader market selloff so not sure if there is a lot of places to hide. Would you consider any Put option strategies? Are there any other sectors/companies that would actually benefit from the bubble bursting? Thanks
Read Answer Asked by Jeremy on February 10, 2026
Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on February 09, 2026
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
Read Answer Asked by Marty on February 09, 2026
Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James
Read Answer Asked by James on February 05, 2026
Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks
Read Answer Asked by Terence on February 05, 2026
Q: I have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.
Read Answer Asked by stephen on February 05, 2026
Q: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "

is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?

thanks as always
Read Answer Asked by joseph on February 03, 2026
Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.
Read Answer Asked on February 03, 2026
Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
Read Answer Asked by Issaku on February 02, 2026
Q: Hi 5i team, Thanks for the amazing work you do !
I have an 18 and 20 year old. Would like your recommendations for sticks to invest in for Growth. They invested in SBET last year but SBET went down drastically. Would you recommending selling, holding SBET? They both have 7K to invest in their TFSa’s . What stocks and proportion do you suggest? Thank you, please as many credits as needed.
Read Answer Asked by Dimitrios on January 29, 2026
Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.
Read Answer Asked by Les on January 27, 2026
Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question



Read Answer Asked by John on January 26, 2026
Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx
Read Answer Asked by blake on January 26, 2026
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