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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: Both are getting hit today, particularly TOI. Any idea why? I hear talk of AI affecting them. Is this a factor? If so, how critical is it and how much risk does it introduce? Do you still rate them high?
Read Answer Asked on September 10, 2025
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Read Answer Asked by Justin on September 10, 2025
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025
Q: In reply to Patrik's question about whether he should hang on to ENGH, you said there was not a lot to get excited about here. However, I am excited about ENGH and bought more on Friday's sell-off. Here's why:

1) $5 a share in cash on the balance sheet, with no debt
2) Forward P/E ratio of less than 10 if you deduct this cash from Friday's closing share price
3) Utility-like 5.7% dividend yield while you wait for a turnaround.

I agree that there is a lot of uncertainty as to whether or not ENGH can return to growth, but I would argue that investors looking for income should by buying ENGH at current prices. If growth does return, the stock will pop.

Could you not get just a little bit excited?
Read Answer Asked by David on September 10, 2025
Q: Hello Folks:
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian
Read Answer Asked by Brian on September 09, 2025
Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad
Read Answer Asked by Bradley on September 09, 2025
Q: If I am not wrong, you used in the past to tell good things about this company but since months it has completely disappeared from your considerations, mentions or recommendations. Have you changed your mind about this enterprise.? May I know your updated opinion and appreciation? Is it yet a good stock to keep in a range of 3 to 5 years?
Read Answer Asked by Gabriel on September 08, 2025
Q: Good AM. Would you please rank your preference (most to least) for long-term (5-10 yrs) capital appreciation of the 3 stocks indicated?
Read Answer Asked by Bob on September 08, 2025
Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian
Read Answer Asked by Brian on September 05, 2025
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