Investment Q&A

Q: Hello 5i,

There has been a few questions on why Nutrien was rising. This video shows the effect when China and Russia cut off exports of phosphorous, and now the big surprise that was just announced. We purchased NTR a few months ago and have done well. See the link below for information on a major discovery.

https://www.youtube.com/watch?v=5ktIzM4BGgg

Do you have any comments? Would you consider selling 1/2 or all of NTR based on the new discovery?

Thank you for your help.

D&J

Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Q: Hello 5i,

We have decided to trim equity positions by 15%-20% and replace those stocks with less risky investments. This move is to retain capital investments for the near term due to leveraged market evaluations and the Narcissist who is making a serious attempt to change the US from a democracy to a Totalitarian state.

Can you please provide a list of safe havens to shelter against some of the potential risks?

Thank you
D&J

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: 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: 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: 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: 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: Would U buy/add today the above 3 stocks.Good Entry prices for each. Txs for U usual great services & views.

Q: Hi There,
I prefer not to buy DLR to convert from CAD to USD because of high MER and I don't mind holding the security for awhile before selling in my USD account. Can you suggest an alternative which is a dual listed CAD stock as a possible DLR replacement that has these characteristics; good trading volume, low bid/ask spread, low volatility, no dividend etc.

Q: Any thoughts/insights on the current drop other than I recently acquired :)

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

Q: Everyone, if you could only listen to one Canadian and one American commentator, beside yourself, about business who are those people? Clayton

Q: Having held FTS approx. 10 years I have enjoyed the total return. Now looking (in a well diversified RIF) at taking the gains and redeploying into CNR for some yield but predominantly capital gain over the next 3 to 5 years to bolster portfolio size due to increasing req. withdrawals (also own TFI and looking for similar upside on this). Thoughts?

Q: Hi 5i, Digital coins question, As of mid-2025, there are over 17,000 cryptocurrencies in existence (1 7 0 0 0 lol) ; Bitcoin and Ethereum account for most of the total crypto market cap (~70%) ; these two are the darlings of the digital era "the GoTo" to be in the game.
Most cryptocurrencies lack real-world use cases, active development, or sustainable communities. Many are speculative, abandoned, or outright scams. Besides Bitcoin and Ethereum, what other coin(s) would you favor ? thanks

Q: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.

Q: Hello,

If you have to chose 1 or 2 with the highest conviction of potential upside, which would you chose? And at what price would you be comfortable starting a long term position?


Thanks!

Q: Which company do you think has the best chance of being a long term compounder?
Thanks