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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: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks
Read Answer Asked by Herm on April 23, 2026
Q: I notice that csu and it's affiliates are falling today. I imagine that this is related to Service Now's results and prognosis for the future. It seems that this fear of software is really sticky and never goes away. Many of us are a bit paralyzed by this. How do you see it and would you still currently invest in country?
With appreciation
Read Answer Asked by joseph on April 23, 2026
Q: What CDN ETF would you recommend to play on the AI theme.

Thanks for the great service
Read Answer Asked by Hector on April 23, 2026
Q: Silly questions. Is there a methodology to holding cyclical stocks? By being "buy and hold" am I missing out profitable opportunities?
Read Answer Asked by Brenda on April 23, 2026
Q: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today
Read Answer Asked by Steven on April 23, 2026
Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram
Read Answer Asked by Ray on April 23, 2026
Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: I adhere to a portfolio construction strategy where 5% is a full position but I allow for a "rock star" stock like a SHOP, NVDA or GOOG, to go to 7% at which time I will trim a point or two.

When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 23, 2026
Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?
Read Answer Asked by Dan on April 23, 2026
Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks
Read Answer Asked by Gordon on April 22, 2026
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