Investment Q&A

Q: What’s the best strategy to purchase Vrt? It doesn’t seem to be pulling back much?

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David

Q: I have a question about Topicus.com Inc

Do you still regard TOI as favourably as you did in March 2023 and consider it to be growing as rapidly in the European theatre as CSU does in North America?

Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?

Q: Hi there, can you add anything to the AI conversation regarding CTS?

How is CTS involved with AI or in supporting the use of AI using Nvidia product?

What is expected of CTS when it reports next week?

Is it fairly priced now based on preliminary numbers provided?

Are institutions and insiders now buying again?

How much stock has been purchased now by CTS to cancel, last year plus this year?

Thanks!

Q: I believe csu reports on mar6 so I imagine Lmn will have to report before. Any idea when you expect Lmn to report and what do you expect in their sales and earnings?

Q: I believe these 2 companies are in the same sector, Information Technology. Both are supposed to have weak performance in 2024. Do you consider one company better than the other? Do you agree that they are not competitor's, each having their own separate niche? Do you think COHR is a better run company than KEYS? COHR's share price seems to be acting better than KEYS which may have more to do with COHR's proximity to AI. I'm mulling over selling KEYS to buy more COHR. Already got lots of NVDA and SMCI. I see COHR's CEO is retiring, potentially increasing the risk profile of the company.
Not sure what to do!
Regards,
Jim

Q: I have read that this company is going to be very important in the application of AI, as a lot of business will be using it but will need the help to apply it. Any other companies that do the same?
Thanks Again

Q: I am wondering what you think the risk is with nvidia vis-a-vis the tensions between the US and China. My understanding is that nvidia's supply chain is heavily based in Taiwan. Should China overtake Taiwan, what do you think the impact would be to nvidia? Are there alternate sources elsewhere worldwide (considering supply chain constraints)? Presently, the US government is restricting what nvidia can ship to China and I must assume that China would probably reciprocate should they take control of Taiwan. Your thoughts are appreciated. Thank You.

Q: Would you lean KXS or DCBO moving forward?

Q: Hi. Thoughts on recent earnings? Do you know what the free cash flow yield is, on a forward basis? Seems pricey at these levels. Thanks.

Q: Hi 5i

Is there a share lockup period period for softbank on ARM shares....If so, do you know when this lockup period ends?

How big an effect would this have on share price and the available share float... It seems this would be negative for sp at least in the short term.....



Thx

Q: Hi Peter,
Would you go overweight in either /both targeting a double in two years? Alternatively, will you assign a probability with 90% confidence on a return in two years? I just want to know how you view these stocks currently.
Regards
Rajiv

Q: Have both Lmn & Toi.Bought Toi some time ago @ $125.20. U slightly prefer Lmn,one of u top favourities, over Toi per recent posts.Both reached new highs yesterday.Debating about selling Toi to add to Lmn Or keeping both.Appreciate u usual great advices & great services

Q: Please comment on DCBO earnings report.
Thank you.

Q: It seems you are optimistic about this company. could you resume the arguments supporting this appreciation? Yhank you very much in advance

Q: 3-5 years from now who would you expect to have more growth?...LMN or CSU.
Certainly like the fact that LMN's majority shareholer is CSU. I would think CSU spun them off as they expect more growth from them as well?

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.

Q: Hi Team,
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.