Investment Q&A

Q: Hi again
What is 5iii s overview on holding a VIX position ?
What ETF would be your CDN (hedged) and USA recommendations ?

Q: I currently have app a 10% exposure to oil & gas. I am currrently considering selling part of my ENB holdings and using the funds to increase my CNQ exposure to app 3%. Would appreciate hearing your thoughts on such a move

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Where did Well's profitability go??

They had positive EPS now Google is showing $-0.52 EPS? What happened?

Q: Any reason for the repurchase as of $1 billion? Do you think the company is undervalue and causing such action. What is the good price to buy in?

Q: I'm just wondering whether to buy KBL Its report yesterday was good. In your view should I be buying it? Thanks for your help

Q: Hi 5i Team,

I'm interested in your views of buying something like UMAX using a margin account. It seems like the math works out provided a particular financial institution has a reasonable margin rate. I'm wondering if there's an angle I'm missing here. If not, is UMAX a good option for this idea? Or something else? I need more utilities and industrials in my portfolio so this would also help add to these.

Thanks as always for this wonderful service!
Lisa

Q: What would be a good entry point for SHOP?

Many thanks as always for your great service.
Joanne

Q: Is Bam being split 3 for 2, if so what is the record date for the split.

Q: Could you give some comments on Twilio and Global E earnings? The results weren’t received well by the market

Q: Can I have your opinion on Zomd quarterly report?

Q: Hi there, your thoughts on PEY and LGN after their results?

Thanks!

Q: Some of my favourite smaller cap stocks. Would appreciate a ranking on 2 fronts. First, please rank from 1 to 12 for the upside potential for the stock price over the next 5 years. Second, please rank from 1 to 12 the downside risk for the stock price over the same time frame. Understood that all are higher than average risk. ATZ, BRM, CPH, GRID, HPS.A, KSI, MDA, PNG, PRL, TGH, VHI, ZDC

Q: When an ETF is sold at a loss, does the loss increase because the ETF had received a Return of Capital as part of the annual distribution and you are supposed to reduce your cost by the annual ROC received? Thanks

Q: Markets dont seem to like the news out today, thoughts?

Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb

Q: Harrow Inc (HROW) is not in your database currently. Can I please get your thoughts on it? Thank you

Q: Hello Chris/Michael:

Kudos for your YouTube podcast. Great data dense presentation with some actionable ideas! I posed this question on YouTube comments section. Hee it is for all of us, the subscribers.

If 1% position is a reasonable position to take in Cryptos, what would be the "intra group" percentages for ANY investor. I know percentages are personal. Here it is about slicing that 1 % ! More in the ETF than in the "miners?

Also, I remember Peter mentioning that Tom Lee is one of his favourites and he follows him. I don't recall Chris mentioning Tom Lee's Bitmine?

Best wishes to these young men!
Many thanks!

P.S. My Twitter/YouTube handle dovetails nicely with Chris's percentage based approach! My handle is 3P Investor. Investing is P for Personal, P for Percentage based and P for Portfolio/Probability. The three legs of a Financial stool. :)

Q: RUS has proven it continues to operate as a going concern through highly stressed markets (2008, 2020) and can be highly leveraged to industrial steel consumption. CDN has several major 'Nation Building' projects that will kick off in 2026/2027 and take years to complete. (Ports, LNG, Pipelines, Ships) Tariffs on CDN steel mean CDN should have excess steel to be consumed in these domestic projects.

Does this thesis make sense to you? IF the thesis plays out - would you expect outsized growth in RUS relative to other alternates?

Thanks for your continues great service!

Glenn

Q: Hi,
Roper is now generating more revenue from providing software as services business. It's price did not move much in past 2 years. When I compare it with QQQ which is more of a Technology based etf, its return are negative? What could went against ROP? Your opinion on ROP on its future.
Thanks
Piyush