Investment Q&A

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

Q: I have some money to top up either LMN or TSU. Looking at a 3 to 5 year hold. Which one looks better at this point and why.
Thanks. ram

Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek

Q: Could you please provide your best guess for 2 takeover candidates in each sector with a possible takeover price range along with your guesstimate percentage change of being takeover for each.
Thank you

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.

Q: I hold this in my TFSA currently at a loss. Years ago when i purchased it was for the div but now I am looking at a more growth type strategy for the account. What is the likelyhood Magna moves up over the coming months? I fear these tariffs will delay upward movement. I also find it hard to swallow the loss in the TFSA but still looking at all options. My growth in that account are Google, Nvidia, AMD, Amazon

Q: Hi Peter and Team,

Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.

Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?

Thanks as always for your guidance.