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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: How would you rank the listed companies at current levels for new positions in a growth oriented portfolio?
Read Answer Asked by Andrew on November 04, 2025
Q: Everyone, there is a lot of noise of a stock market decline. The stock market will decline, maybe more or less than anticipated, in the short term - it always does. What should you do if the market goes down 5%, or 10% or 20% or more. I have good stocks and don’t plan to sell - just watch and wait. Clayton
Read Answer Asked by Clayton on November 04, 2025
Q: What would be a good entry point for these three high quality companies ?
Read Answer Asked by Robbie on November 04, 2025
Q: The above firms I've been following on a watchlist for possible additions to my U.S.account.
My themes are bricks & mortar U.S.Nuclear, Renewable Energy, Space Launch / Satellite Services, Quantum Computing, Residential Real Estate recovery and Industrial Robotics.
My questions:
The momentum is solid for most of these,
I have no problem buying positions in BXWT or BE. The others are like investing in OKLO....the financials are dubious at best. Which 2 of the other themes would you consider investible today and why?
Thanks in advance. David
Read Answer Asked by David on November 03, 2025
Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Read Answer Asked by Kevin on November 03, 2025
Q: Saw this on Business Insider, don't have a subscription so don't know what it is, or if it's worth investing in?

"There's an ETF perfectly positioned for the AI-data-center boom, and it's poised to crush the S&P 500"

Thank you.
Read Answer Asked by Ross on November 03, 2025
Q: Hi 5i,
I've owned MDA long enough to have done well by it. Now, however, since its vulnerability to events beyond its control has twice been demonstrated I have concluded that I'll sell and take my money and run, unless there is reasonable possibility that it too will be sold to a buyer in the space biz.
Knowing what you know about MDA and the universe it operates in, can I have your opinion as to whether or not MDA is or may be an attractive takeover target?
Thanks 5i,
Peter
Read Answer Asked by Peter on November 03, 2025
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