Investment Q&A

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?

Q: I’m looking to invest in SbET or BMNR. Any preference between the two? Are you able to compare the premium of market cap to ethereum owned to that old MSTR which hacks been around longer but obviously bitcoin focused

Q: Thoughts on Murphy USA? Do you think the dip after earnings is a buying opportunity for a long-term hold?

Q: Hello,
I know you have answered many questions on this subject but can i get more clarity please? First, are you able to add the symbol BMNR to your list. I chose SBET as you have that in your list. When i look at price of bitcoin for last 5 years, it has gone up alot. However, MicroStrategy's return over the same period is much higher (it holds bitcoin). How could the difference be so diverse. I am wondering if i should go with sbet and bmnr (equal amounts) as opposed to Ethereum etfs.. Please comment and if you feel the etf route is best , what are the elf's you suggest in cdn $ for bitcoin and Ethereum?

Q: Please Kindly advise the result. Berkshire Hathaway shares dipped after Warren Buffett's conglomerate reported a small decline in operating earnings, while continuing a stock-selling spree and a buyback halt.

Q: Came across this small cap Pharmaceutical CO. from Victoria BC and would like your evaluation of them and your thoughts on a small position?
Thanx
Gary

Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.