Q:


Greetings,

I bought OTEX at $53. near the begining of the year. Its around $31. now. Should I sell or hold.

Also LVLU was bought in earl January of this year at $28. and has been quite a loser since. Seeing its hovering around $12. today, should I sell this one fast?

Thanks you.

Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks

Q: In their quarterly report today, which seemed very good to me, OTEX said:

OpenText is at the forefront of Enterprise Information Management for AI, and at our recent OpenText World conference, our customers and partners demonstrated on the main stage how they leverage our Aviator AI solutions to solve complex problems, bringing insights, security and compliance to their information and most sensitive data.

If this is true, and OTEX will benefit from AI, why has it dropped about 30% in the last few weeks on the AI Eats Software Companies' Lunch trade? This makes no sense to me, so I've been averaging down. The National Bank analyst, Richard Tse, reiterated his outperform rating in a post-earnings report entitled Still Like the Setup. Do you agree with Richard and I that Mr. Market is perhaps mistaken in its punishment of the stock?