Investment Q&A

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: I'm looking to reduce the beta in my portfolio and considering one of the 3 companies. Which one looks the most attractive today as a long term hold and why?

Q: What do you think is going on with CSU.?

Q: Any reason for stock's 6.52% decline, in Tuesday trading ? Is it worth adding after the big drop, or better wait for the upcoming earnings ?

Thank You

Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???

Q: Hello,

Can I please get your opinion of Amerigo Resources' latest Q results. Thank you!

Dave

Q: XPEL continues to struggle, and its share price has dropped another 8% in the last month. They are reporting earnings next week. What does the outlook look like for the company and would you recommend continuing to hold or look to redeploy the cash to a company with better momentum? Thx

Q: Hello 5i team: Started a position in Lam Research for semi exposure.Would like your take on recent earnings and drop after what seemed good results. Thanks Mike

Q: I am looking at some of these small caps to place a small position in with "fun money" any you like? any you would stay away from?
Thanks

Q: What are your thoughts on BRBR? thank you

Q: I am looking for a position in my income portfolio and would like to choose from CPX, CM and TD.
It would seem that Canada is heading into a recession and that would affect the bank earnings, more significantly CIBC than the others.
CPX on the other hand has missed earnings, maintained guidance and has dropped and likely to recover?
Which one would you choose to add?
Regards
Rajiv

Q: Any thoughts on BNT.TO. ? Is it a buy for long term.

Q: Could 5i comment on FIH.U earnings ? With a brief comment on how each business segment is performing . The airport, bank, investments,chemical company , Recipe Unlimited { why the heck do they own that ? } etc ..... Plus any of their businesses that you feel may be vulnerable to Trump's tariffs ? ...... Much emphasis is made between the unit price and book value ? What is the current book value ? And where does it stand in comparison with previous earnings announcements ? .....

Also anything you learn { future plans } from the conference call on August 1st....... Thanks for your terrific service ....

Q: Hi 5i. Do you think the current levels ($160) are a good entry for a new position in TVK? Do you still see it as a stable company and a good long-term core holding?

Q: Why the big drop and bounce in TVK and VNP?

Thanks


Sheldon

Q: I have those 4 stocks; if I had to choose one to sell, which one would you choose to sell? Thank you.

Q: Would you buy a Bitcoin ETF today?

Q: hello 5i:
recently, someone asked the following question:


Q: What role do charts play in your ratings/recommendations?
What indicators do you most favour?
What formations do you feel are most helpful in your assessments?

Thank you,

John
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Asked by John on August 01, 2025
5i Research Answer:

One of the most important ways that we use charts in our views of individual stocks is based on momentum. A stock that is hitting new 52-week highs, showing a strong uptrend of higher highs and higher lows is an indicator to us that something is likely going right at that company.

Aside from trends and momentum, some employees of the firm like to use RSI, bollinger bands can be important for potential breakouts. For chart formations or set ups, we have seen a lot of 'cup and handle' formations work recently, as well as 'inverse head and shoulders patterns' in the broader markets.

Most importantly, we have found that using a longer-term RSI coupled with historical forward return data, and strong fundamentals to provide one of the most interesting combinations.

Please elaborate on what parameters are used for longer term RSI (eg 7, 14 et), and if you are referencing, for example, a 5 year weekly chart. What is meant by "historical forward return data": is this the amount of meeting/beating earnings projections? Personally, I use longer term PPO as I've found its helpful. Comment?
thanks
Paul L

Q: In your response you gave to Jon on August 1 you said that one of the most interesting combinations you use for stock analysis is "historical forward return data.

To me thats an oxymoron 'historical forward return'

What do you mean by that.

Thanks

Sheldon

Q: Current thoughts? Is good earnings growth ahead?