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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: Based on the trading of CSU over the last week or so it seems when there is weakness in AI stocks or commentary in the press about an AI bubble, CSU trades up. When AI stocks are strong like today CSU trades down, sometimes sharply. Owning CSU seems to be a way to hedge against an AI bubble being pricked. Of course if the bubble is a delusion then owning CSU may prove painful. It seems also there are market jitters going into CSU’s quarter and volume was up on today’s decline.
Read Answer Asked by James on October 31, 2025
Q: All the Constellation Software and related Co's had a really bad day in the markets, Wednesday, with stocks trading at new near term lows, ( Down 6-10%, in a single session ), breaking below their recent support levels.

Not sure, if some of this selling could be assigned to algorithm trading ( stop loss orders) ?

You have been a huge supporter of the stocks, and for good reasons, through the recent selling ( AI concerns and M Leonard departure related ), even highlighting CSU, as one of your Best trading ideas,

Based on your comments and most analyst ratings, these concerns are overblown and stocks should recover, in due course, as, apparently, nothing has fundamentally changed and business is as usual. However, market seems to think otherwise and price action has just been horrible.

While some investors are probably selling not to lose their built in profits over years, there could be others harvesting tax losses.

Interestingly, it is noted that these stocks generally have a bad day when AI related Companies are enjoying a nice bump, like Today ( Wednesday). And AI related boom is likely to continue to drive the markets, at least in the foreseeable future.

We are in the camp of concerned investors, with significant embedded gains in these companies, as early investors, and are worried, if we should liquidate our positions, at least partially ( half or 1/3rd ), to protect our gains. What are your thoughts ?

It looks like that a string of catalysts is needed to infuse life back into the three stocks ( specially CSU ). What could these be, in your opinion and how long would you recommend for investors to be patient ?

Thank You



Read Answer Asked by rajeev on October 31, 2025
Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.
Read Answer Asked by Joel on October 30, 2025
Q: Purely an fyi.
This is in reference to recent questions with CSU. Yesterday, I was wondering why CSU had fallen so much and I asked MS Copilot. It informed me that it was due to issues with their Q3 earnings results... I thought it was possibly hallucinating. The ability to spread misinformation has become increasingly easy. I copied the link it was referencing. "https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/".
Read Answer Asked by Walter on October 30, 2025
Q: Everyone, the three have been under pressure for three to six months. Lower highs and lower lows. Also, volumes have been higher than average. The three companies are cut from the same cloth but AI has crept into the equation and raised some doubt going forward. Good companies, with good staff, with good processes will always win out in the end. The weak shares are changing hands, that’s great, and the rest of us will wait this short term trend and buy more sometime soon. Nothing really has changed except market sentiment. Just wait till after their next reports for real facts. Take care. My thoughts. Clayton
Read Answer Asked by Clayton on October 30, 2025
Q: We have a full position in CSU after dollar cost averaging down, unfortunately at higher prices. Just wondering with the current downtrend if we should cut our losses. Even though we're recently retired, we have a longer term perspective when investing. Just wondering though if there's other names in the same sector with greater potential?
Thanks once again for your great investment service... Tom
Read Answer Asked by Tom on October 29, 2025
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.
Read Answer Asked by Joel on October 29, 2025
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