Investment Q&A

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

Q: How can I invest in AI or companies that are heavily using AI ?

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Worried about the bench strength in Csu. If Mark Leonard is no longer able to function as CEO would your opinion change. It is our Biggest holding for over 10 years.

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Please comment on the 2nd q numbers. Thanks.

Q: Please comment on Wix after it's 44% decline ytd.

Q: Can you please update your thoughts since your last comments? Seems to be trading cheap for a growing company with an AI tailwind?

Q: Hi, looks like CSU is dipping a bit here. Do you think today’s price at around $4250 present a good buying opportunity?

Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?

Q: Down 10% over last 2 days. Any reason I should know?

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!

Q: So what's the story with these? They've really backed off over the past week. Are they not delivering up to expectations? Anything to be concerned with?

Q: Any thoughts on the recent rapid slide in Topicus?

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: Could I have your thoughts on Ouster. Been watching it for awhile and it seems to have improved its earnings. Is it worth a look or is it too early.
Thanks Jack

Q: What are thoughts on Gartner? Buy? Hold? Or Sell?