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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: Dear team,

As you can see above, I have begun buying broad spectrum EX-North America ETF's to diversify my portfolio. Could you please suggest a few more I could add to that theme ?

Thank you very much - Nick
Read Answer Asked by Nick on May 13, 2026
Q: Hi 5i team,

I’m considering swapping HOOD for SEZL. SEZL has beaten revenue and earnings estimates for four consecutive quarters and is evolving into more of a subscription service with a BNPL model.

HOOD just broke its streak of EPS beats in Q1, and the recent crypto downturn shows its continued reliance on the crypto cycle despite diversification efforts.

My question is, would you prefer SEZL over HOOD for a 3-5 year hold? Also, how significant is the Pomerantz investigation in this context?

Thanks!
Matt
Read Answer Asked by Matt on May 13, 2026
Q: Hi, in a previous question you replied with "These are not buy-and-forget stocks".

Also in the most recent Amber Kanwar podcast, the guest Dan Rohinton thinks "buy and hold" philosophyhas changed and that you can no longer hold stocks with 5-10 year horizon and instead should do 2-3 year due to how fast technology is changing/spreading into every sector.

I'm not sure if the former point is related or not but in general what are your thoughts on this... I thought all stocks should be buy and hold for the long term 👉👈
Read Answer Asked by B on May 13, 2026
Q: Are any of the big six Canadian banks expected to hike their dividends this quarter.
Read Answer Asked by Steven on May 13, 2026
Q: UBER has reported strong Q1 2026 results : 21% constant-currency growth in bookings and a non-GAAP EPS of $0.72 vs. $0.70 consensus. Despite being rated a 'Strong Buy' by major firms (Evercore, TD Cowen, RBC, CFRA) and delivering 44% YoY earnings growth, the shares remain ~25% below their early 2025 highs (and recently dropped below 200-day average).

I understand the autonomous vehicle (AV) overhang and threat from Waymo and Tesla’s Robotaxi. Both expanding their footprints. Uber seems well-run and is growing and diversifying its business. And it appears to be pivoting toward an asset-light 'partnership layer' for autonomous fleets.
Questions:
1. Capex Risk: If the partnership model fails to scale, is there a risk that UBER will be forced to buy and operate its own fleet in a few years, structurally shifting from a capital-light software business to a capital-heavy transport business?
2. Disintermediation: If Tesla or Waymo successfully vertically integrate their own ride-hailing apps, does UBER’s moat (199 million monthly active users) hold enough weight to preserve margins? In your analysis, even when autonomous cars become a commodity, will UBER's 25–30% take-rate not be squeezed?
3. Stock price shows divergence between record profitability and stagnant price action. In your opinion, sell and move on? Or is this a strategic entry point? Could be dead money for the next 12-24 months? (UBER One membership has grown to 50 million members. I find myself frequently saying “Let’s Uber it....” , which is now a customer habit worldwide for many. But I ask : when autonomous cars become a commodity, would UBER's 25–30% take-rate not get squeezed? :ao:
Read Answer Asked by Adam on May 12, 2026
Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!
Read Answer Asked by Neil on May 12, 2026
Q: The medical device companies have had large declines in share price over the last several months. Concerns about new weight loss drugs reducing the need for their products, tariffs and other issues. Time to exit this sector or is this a buying opportunity?
Read Answer Asked by Dan on May 12, 2026
Q: Amazon has launched a new line of business by opening up Amazon Supply Chain Services to other companies. I would expect Amazon to be extremely competitive in both service quality and pricing. Will this eat into DSG's business and drive a lower DSG valuation going forward. Is it a potential existential competitive threat to DSG? Appreciate your perspective.

Thanks.
Read Answer Asked by Joel on May 12, 2026
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