Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Q: HI,
Is there a future for small EV manufacturers? Most of them are bankrupt or doing poorly (VMC, LEV, RIVN,NIO,LCID). I owned NFI in the past. Seems one of the last survivors, besides large American (TSLA, F, GM) or Chinese companies (LI, BYD). Would you invest in this sector, if somebody does not want to support chinese businesses? Which stocks would you find interesting right now, or post-Trump taking office? Could be stocks related to the sector, but less sensitive. Thanks a lot.

Q: Hello,

Looking to start a position in one of these companies. Good entry point?

I believe the CFO of GM recently indicated they will be buying back quite a few shares, and will continue to do so (if share price remains undervalued). Can I get your opinion on both? Looking to hold for a long time.

Thank you.