Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?

Q: hello 5i:
at present valuations, and looking to the future, who do you like better; CNR or UNP?
Paul L

Q: I heard these companies earnings were posted recently. Could you please discuss the earnings and help me to understand them? Thanks,