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It has done extremely well and has good client retention.

It is at a good valuation now, being near its low. Has a solid dividend and dividend growth rate. In general telecom stocks are down and there are competition concerns for the sector but this should not be a major concern.

Copper is a great strategy for the medium to long term. Investors will sift through companies in the base metal sector. There are concerns re economic weakness so wait before getting into copper companies.

The question was on companies that build small modular reactors. This is a growing space since these can be built in a factory as opposed to large scale site development of nuclear reactors. There are not a lot of companies in this space. Rolls Royce is one of them but it has other divisions as well. The New Scale Power Company is one of the companies dealing specifically with SMR's and it has been approved in the U.S.

It has not been a good year for the stock or the space in general but some companies are coming back. It pays a good dividend and has plans to sell some assets which will be good for paying down debt. It is selling an oil pipeline but it doesn't look to be at a great multiple. He has been buying more.

The switch to renewables doesn't cover all the energy needs so nuclear will play a role in clean energy. Uranium prices should get even stronger.

It is involved in the AI space and has been integrating it into their product solutions. It has done well with the tech bounce. He could see a further pullback before getting back into it.

It is a cyclical stock and he sees a pullback in the economy. There may not be even a soft landing so rates could still rise. He is not keen on railway stocks.

He likes it and there is an opportunity to start buying it with the pullback. A sustained high energy valuation could be a headwind.

It has done well, is well run, and is a good investment for the long term. A broad play on the stock market.

It was a top pick pick a while ago and he sold a bit too early. It is well positioned for an increase in infrastructure demand since its products are needed for enhancing the grid. It is a long term buy but you could wait for a pullback.

It is well positioned for an increase in demand for infrastructure spending. In answer to the caller's question, don't switch it for an energy stock.

Uranium has done well but the fast pace may slow down. Wage, materials and interest costs are up so you need to look ahead several years. Wait for a better entry level.

It has done very well and is well poised for the next five years. It has changed its name and has a new ticker symbol.

It is both liquid and natural gas. It should generate good returns for the next several years.