Investment Q&A

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

Q: Can I get your updated opinion on BRO. It has sold off. Can you comment on its earnings and financial position. Also what do you think of there latest deal. Is this a buy?

Q: Please comment on the 2nd q numbers. Thanks.

Q: Please comment on Wix after it's 44% decline ytd.

Q: Can you please update your thoughts since your last comments? Seems to be trading cheap for a growing company with an AI tailwind?

Q: Kindly comment on the PEY Q2 results released yesterday and how come its SP reacted so negatively after this release. Thanks.

Q: Hello, I’m looking to add consumer staples to my portfolio. That being said, after Metro’s recent decline post earnings would you consider the current price an attractive entry point? At current prices, do you have a preference between Metro or Loblaw. I plan on holding both in a non registered account where I prioritize yield, dividend safety and dividend growth. I’m leaning toward buying both but taking a bigger position in Metro due to the recent price drop and higher yield. Thanks.

Q: Could you please provide some commentary after the companies 35% decline ytd?

Q: Hi, looks like CSU is dipping a bit here. Do you think today’s price at around $4250 present a good buying opportunity?

Q: Can you please give your take on recent MRU decline and what you think of the stock going forward. Would you stick with this stock or switch to another similar company. Thanks

Q: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025.
Your opinion on both the results and the covenant issue would be most welcome.
Thanks folks!

Q: In a recent market update you stated that the markets were approaching or beginning to appear a little frothy!!

Given that the markets have continued to reach all time highs (albeit earnings have been very good) do you continue to view the market as somewhat frothy or full on frothy??

How would you position your holdings going into a potentially frothy market?

Thank you
Tim

Q: WELL reported good results, or at least they seemed good. In early questions, 5i agreed. Stock opened higher then fell off a cliff ending down 32c. What does the market see about the results that initially wasn't obvious. Or is this just a glorious time to add to position?

Q: Buffet has purchased a stake. Is it time to buy in?

Q: Hi,

Curious if which of these companies you like based on potential risk/rewards - or if there is another similar company that you prefer?

Thanks.

Q: Just noticed analysts predict 2026 earnings for GSY to increase by 26% over 2025. Increase over previous year was 4.25%. Any thoughts on drivers of the 2026 large increase?

Thanks

Q: Can you buy byddf in your TFSA? I read somewhere OTC stocks can't be held in tfsa

Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane