Q: I am baffled. Watching BNN yesterday morning I saw that CSU had good earnings, I was feeling good about this stock thinking that it finally turned the corner. They interviewed a guest who was very high on the stock and then yesterday the stock moved slightly higher but not anywhere near what I was expecting. I bought the stock low but after watching it hit $5,000 and now trading around $2500 what are your thoughts . Do you see it recovering. Thanks for your excellent service.
5i Research Answer:
We have multiple comments posted on CSU; it may take some time, but as long as it keeps making good acquisitions and sees some organic growth we think it should eventually recover. AI is, right now, more of a sentiment issue than a fundamental issue. But CSU does need to be aggressive with deals and innovation. There are more risks than before, but also of course valuation is much more attractive.