Investment Q&A

Q: May I have your current thoughts on BBAI? Is the stock still 15x sales? Is PLTR a competitor? Thank you for your assistance.
Jim

Q: Any news to account for current 12%price drop so far today?

Q: I look at LMN everyday and I start to cry. What is going on that it can slide every day?

How do I stop crying?

Q: what are your thoughts about the earnings, is it a buy, sell or hold?

Q: Hi, thoughts on the 1/4 please. Do financials still appear on track?
I thought at one time 5i indicated that they are/were nearing profitability. 5i's Company EPS estimates page shows fy2025 and fy2026 still at a loss of .08 and .07 cents, respectively.
I do own the stock and was accumulating around the $4.50-5 but they are down a fair bit from the 52 week high now. Stay the course?

cheers,
Steve

Q: Please comment on the Earnings for Zedcor.

Q: Would you add today after the recent earnings?

Q: CSU and TOI are slowly starting to recover but not LMN. Also I see now that there is a constant seller fo LMN at $25.70 and they are putting blacks of 5K and 10K to sell.

Do you think this is a fund trying to get out and also do funds also sell for end of the year tax selling purposes?

thanks

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris

Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!

Q: I've been amused by the latest Tesla news in regard to the new pay for musk. Correct me if I'm wrong but the latest earnings for Tesla is around a 100 billion dollars. If the pay for musk goes into effect that would leave Tesla in a deficit of approximately 900 billion dollars. Now I know there is more to this than meets the eye, so could you please explain how Tesla intends to square this circle.

Q: Please update your opinion on CRCL (last Q was Nov 4) based on today's price of $98. Quite a fall from the peak and JP Morgan among others have recently downgraded with targets in the $90's. I have been waiting for an entry point and would respectfully ask that you explain why it continues to fall, how low you think it could go based on news, fundamentals and technical support and what your strategy would be for building a full position. If you would wait, please outline a target price and what you would need to see to get involved. A cherry on top would be a two year price target, what needs to happen for that target to be achieved and a percentage chance of that happening.

Thank you very kindly for the excellent ongoing analysis.

Q: what do you think of this stock and why the big drop today
thanks

Q: Gentlemen;
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?

Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…

Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?

Thanks for all your help,

Mike

Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.

Thanks

Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.

Thanks,
Shane.