Investment Q&A

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.

Q: You often speak of money on the sidelines. I understand the logic of this as people want higher returns and eventually get lured back to equity markets. But can you provide some granularity of where the sidelines are? Are we talking GICs, Bonds, cash, Gold, money market funds or what?
What do you think about the thesis that investments in money market funds simply never come back to equities but rather move from shorter to longer duration vehicles?
When speaking of this move to the sidelines, are we talking mostly about individual investors? And finally where is this information available?
Thank-you.

Q: how do you expect BIP to perform, now that we have more clarity (maybe) on tariffs ?
Both div at this level and share price not drifting any lower

I want to build a position in it as a "retirement" stock.
I have BIP.UN and BEP.UN at 3% each.

What are your fav options in this category currently?

Regards,
JR

Q: Hello 5i team,

Could you recommend a few Canadian precious metals ETFs with a capital gains focus. I am not looking for income.

Many thanks in advance.

Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Q: Would appreciate your current opinion on this company. Thanks

Q: This stock has been pretty volatile. Can you explain why. Is it worth keeping. Do you see any signs of growth in a year or so.

Q: this stock seems to be picking up. Is it worth keeping in hopes that it will continue to rise, or should I sell at this point

Q: Results have just been released. Please comment?
Thanks

Q: Please advise if there is any IGV and NUKZ ETF in CDN dollars.

I Hold both wants to know if there is in CDN dollars since I have funds in CDN dollars.

Thanks for the great service.

Q: Hi 5i team,

How significant is WooCommerce’s strong global market share and zero-fee open-source business model as a long-term competitive threat to Shopify’s growth and valuation?

Best,
Matt

Q: Hi, I have a general question about portfolio management and overall positioning. I have a pretty good overall diversified portfolio with quality names that are often discussed here, though I don't really hold any names in utilities or materials. I'm early 40's and generally on the growth side of investing. My highest sectors are tech (27%), Financials (19%), Industrials (14%), Cyclicals (9%) and Energy (8%). My lowest sectors are Staples (5%), Health care (5%), and Communications (4%). Crypto is at 4%. REITS zero as my house is paid off.

How often should we re-position sector allocation in a year for our portfolio? Is it once or twice a year? Quarterly? I'm not talking about big sector changes but small adjustments such as trimming tech and adding to other sectors. Some of these market rotations happen quickly in the market. Its not a question of IF a correction will happen, but more WHEN and how to be prepared for it. What is the best way to capture upside vs downside protection? What are some key metrics to look at in our individual names? Gains have been good the last few years and I've been around to experience many crashes over the last 25 years since University and have learned a lot about holding quality long term compounders. Thank you!