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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: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.
Read Answer Asked by Shane on January 30, 2026
Q: Good morning,

I thought I would pile on to what I am sure is a significant number of questions on MSFT today. Seems that the quarterly numbers were not all that bad, but clearly the data centre focus/spend, without the commensurate returns on AI, have spooked the market.

Would you see today's move as an opportunity to slowly add to an existing 2-3% position, or would you suggest waiting a few days to see if things stabilize?

Thanks as always.
Read Answer Asked by Trevor on January 29, 2026
Q: Automatic Data Processing(ADP), just came out with their earnings report can you comment quickly on how you think that went? But more importantly can you tell me how changes in interest rates affect this companies profits and what you think of this company long term in the portfolio. For the most part it looks like a great company long term can you comment on the pros and cons and WHY did it have a correction of roughly -23% since it's all time high June 6th/2025? This a screaming buy now?
Read Answer Asked by James on January 29, 2026
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