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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your opinion on this stock, doesn’t seem to be in your data base.
Read Answer Asked by Greg on February 11, 2025
Q: Hi Team,
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?

Thanks,
Shane.
Read Answer Asked by Shane on February 10, 2025
Q: Can you walk through possible reactions of the market when NBIS reports next. Given that the financials are reflecting both the old Yandex and the very new NBIS there is a severe disconnect and fog about what is happening.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.
Read Answer Asked by Peter on February 10, 2025
Q: Good morning,

I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..

Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?

Thanks
Read Answer Asked by Kolbi on February 10, 2025
Q: Hi 5i
Another question on shopify... Earnings next week....What is expected and do you expect they will meet these earnings expectation?
Are you comfortable holding into earnings.... and would you expect any influence from Afrms positive results today Friday Feb 07

thx
Read Answer Asked by jim on February 07, 2025
Q: I have enough money to start a position , which one would you be inclined to hold for a 2-3 years hold.
thanks
Read Answer Asked by Fernando on February 07, 2025
Q: All OK with COHR? The market seems to like the latest results posted last night. Any red flags? I'm a "Buy and Hold" investor and I'm not overweight in COHR so I'm just planning to do nothing! I don't think Mr. Trump's tariffs will be an issue with this company and COHR don't seem to be to be overly reliant on AI spending. Any comments you have would be appreciated.
James
Read Answer Asked by James on February 06, 2025
Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
Read Answer Asked by sam on February 06, 2025
Q: Hi Team,
With HPS.A struggling to catch a bid lately, would you think selling the stock to buy CLS is a good move long term? Is the movement in CLS share price sustainable? Or should more patience be applied here to HPS.A?

Thanks,
Shane.
Read Answer Asked by Shane on February 06, 2025
Q: Can you comment on the major share sales of the insiders. I know the stock has gone up a lot so their overall exposure is up and some selling is warranted, but does this concern you at all? Some of the insiders after these sales, no longer have direct ownership of CLS shares, although I'm sure they have many options.

What would be a good entry price for this? Thanks!
Read Answer Asked by Keith on February 06, 2025