Q: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much

Q: What is your opinion on CTSH. , their growth prospects going forward and order backlog. Will they be a big benificiary of AI ? Thanks for your expertise.

Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.