Investment Q&A

Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Q: Good morning I would like to know your thoughts on Ateyy

Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.

As always, would appreciate your viewpoint.

Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”

Thx

Q: Based on the trading of CSU over the last week or so it seems when there is weakness in AI stocks or commentary in the press about an AI bubble, CSU trades up. When AI stocks are strong like today CSU trades down, sometimes sharply. Owning CSU seems to be a way to hedge against an AI bubble being pricked. Of course if the bubble is a delusion then owning CSU may prove painful. It seems also there are market jitters going into CSU’s quarter and volume was up on today’s decline.

Q: All the Constellation Software and related Co's had a really bad day in the markets, Wednesday, with stocks trading at new near term lows, ( Down 6-10%, in a single session ), breaking below their recent support levels.

Not sure, if some of this selling could be assigned to algorithm trading ( stop loss orders) ?

You have been a huge supporter of the stocks, and for good reasons, through the recent selling ( AI concerns and M Leonard departure related ), even highlighting CSU, as one of your Best trading ideas,

Based on your comments and most analyst ratings, these concerns are overblown and stocks should recover, in due course, as, apparently, nothing has fundamentally changed and business is as usual. However, market seems to think otherwise and price action has just been horrible.

While some investors are probably selling not to lose their built in profits over years, there could be others harvesting tax losses.

Interestingly, it is noted that these stocks generally have a bad day when AI related Companies are enjoying a nice bump, like Today ( Wednesday). And AI related boom is likely to continue to drive the markets, at least in the foreseeable future.

We are in the camp of concerned investors, with significant embedded gains in these companies, as early investors, and are worried, if we should liquidate our positions, at least partially ( half or 1/3rd ), to protect our gains. What are your thoughts ?

It looks like that a string of catalysts is needed to infuse life back into the three stocks ( specially CSU ). What could these be, in your opinion and how long would you recommend for investors to be patient ?

Thank You

Q: Does MDA have any contracts with GlobalStar ( proposed to be bought ) by Spacex ?

Your thoughts to add on this dip ?

Thanks

Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?

Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?

Thank you in advance

Q: Purely an fyi.
This is in reference to recent questions with CSU. Yesterday, I was wondering why CSU had fallen so much and I asked MS Copilot. It informed me that it was due to issues with their Q3 earnings results... I thought it was possibly hallucinating. The ability to spread misinformation has become increasingly easy. I copied the link it was referencing. "https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/".

Q: Do I understand correctly that CSU share price has dropped because of AI-generated misinformation and it is now a bargain today? Or is something else going on?

Q: Hi there,

Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?

Thank you!

Q: What do you think of the result ?
Meta’s Q3 free cash flow was only $10.62 billion.
CapEx hit $19.37 billion.

Q: Hello Everyone,

May I have your assessment of Microsoft and Google's earnings please?

Thank you.

Q: Everyone, the three have been under pressure for three to six months. Lower highs and lower lows. Also, volumes have been higher than average. The three companies are cut from the same cloth but AI has crept into the equation and raised some doubt going forward. Good companies, with good staff, with good processes will always win out in the end. The weak shares are changing hands, that’s great, and the rest of us will wait this short term trend and buy more sometime soon. Nothing really has changed except market sentiment. Just wait till after their next reports for real facts. Take care. My thoughts. Clayton

Q: On my CSU question see link (from Bloomberg)

https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/