Investment Q&A

Q: I own CSU at a 7.25% weight and also TOI and LMN around 5%. All have quite nice returns but do you feel CSU profitability could slow enough from the law of large numbers to trim a bit and reallocate to the offsprings? Thanks!

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: The following is from a recent article in the G&M:

"Investors typically regard a cheap stock as one with a PEG ratio around 1. By that standard, many of the Magnificent Seven look to be reasonably priced.

Amazon (a PEG of 1.3), Alphabet (1.3), Meta (1.2) are on the borderline of cheap, while Nvidia (0.7) looks to be a downright bargain, according to calculations this week by Robert Armstrong of the Financial Times.

Microsoft (2.6) and Tesla (2.1) are somewhat pricey by PEG’s reckoning but not outrageous. Only Apple (4.6) looks like a true luxury item, perhaps because it’s perceived as a superbly managed, ultrasafe defensive stock."

What are the PEG ratios of SHOP, CSU, LMN, and TOI?

Thanks as always for your expertise.

Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.

Q: Good past performers were TC. FFH. ONEX,CSU, KXS ATD

What do you think of theses next 3 Years. Could you rank your choices Thank You RAK

Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks

Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton

Q: Any idea why CSU and LMN have gone to the moon in the very recent past? I know CSU has a stellar history and story, but really.... Sure CSU fundamentals are great, but it is behaving like NVDA has in the past.

Q: I have read most of the recent Q&A on CSU, TOI AND LMN. I understand that they operate in different jurisdictions, have like minded management teams and are majority controlled by CSU. What I don’t understand is why the market loves CSU and LMN and doesn’t have that same love forTOI. What am I missing? Also, what is the probability that the recent run up in LMN stock price mimics the early run that TOI had, and then drops back and stays lower for several years.

Thanks

Greg

Q: CSU ROIC was 28.8% in 2020 and has been dropping each year since to 17.93 in 2022 and 14.15% TTM, is this something to be concerned about?

Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.

Q: Do you have a number for the projected earnings for HPS.A?

Also ,price to forward sales ratio for CSU, and current debt to equity(and how does that compare to a year ago)?

Thanks
Mike

Q: Despite my trimming ia few times, CSU continues to charge ahead increasing its % in my portfolio. Is it a safe enough bet for me to leave it at 7% or would you recommend trimming back to 5? thanks

Q: Any comments on the latest CSU acquisition of Medhost?


Thx

Q: In your answer this morning you show P/S for CSU as 5.5, however in your company data it shows as 8.8. Why would there be such a difference?

Q: Hello!

Can you compare valuations of CSU, TOI and LMN?

Im holding on TOI since the end of 2021, hoping for some recovery.

Thanks!

Q: I'm retired with a relatively conservative portfolio. Would like to add a bit of risk / reward and have considered LMN, partly because of its link to a very solid CSU. Questions:

How much influence / control does CSU have on this company? Is there a way to describe it or measure it ?

In a long recession scenario, generally speaking would the odds of its survival be better because of its association with CSU compared to other small caps?

It's P/S multiple appears to be around 3.6 X. This seems somewhat reasonable to me compared to some tech stocks in the U.S. Would you agree / disagree ?

Q: Recently, David Friedberg was asked for his prediction for the worse performing asset in 2024. He said he would be short vertical market software (SaaS) and be long cloud providers that have AI tools and platforms that will allow enterprises to build their own custom applications in a low-cost, low code way. If things play out this way, do you feel it could pose a risk to CSU’s business model?

Q: If you had to choose between CSU and LMN, which would have more growth going forward?

Thank you for your service!

Q: I am interested in buying the following stocks. What would be your 1st to 7th order in buying? Also what would your entry price be for each one.