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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, I was interested to read the question and answer you had yesterday on whether you would pick google over Microsoft (you sided with google). I hold google at a loss (down around 15%). I have been concerned by the argument that ai search will ultimately harm google’s main income source - it’s search engine. One analyst even said google is at risk of cannibalizing its own business with its ai search engine. The other argument against google was that it has only market share to lose against the bing/Microsoft challenge. Can you address these arguments? The fear seems to be that google is a potential candidate for being the next yahoo or Kodak which of course is a little premature to call but that seems to be the bear argument on google.

Thank you.

Jason
Read Answer Asked by Jason on April 28, 2023
Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.
Read Answer Asked by Dennis on April 27, 2023
Q: Yesterday both GOOG and MSFT reported first quarter results. Considering this limited information which company would you invest intoday for a 2 year hold. Would you consider that MSFT results are reduced by a large "extraordinary charge" for termination of employees that is not expected to be incurred in the future in making this opinion. Thanks. Mike
Read Answer Asked by Michael on April 26, 2023
Q: Hi, Lumine is hitting new highs, Today $18-$19. Any thoughts ? Also, does it change the reasonable entry price level to add some shares ( from the last suggested $13.50-$14). Is it prudent to wait for a couple of quarterly results, as a publicly traded entity ?

Our current ownership is only the original spun out shares received. ( about 0.35% holding)

Thank You
Read Answer Asked by rajeev on April 26, 2023
Q: In response to a recent question about TCS, you said “We would be comfortable adding to the position given the recent weakness in share price.”

Would you sell ILLM to buy more TCS, which I already own, or add to GOOGL, which I also own and which I know you like, or would you stick it out with ILLM?

I have held ILLM for a long time, and don’t want to sell if it has more potential than the other stocks mentioned. But I would hate to see a tech rally over the next few years while ILLM sits on the side lines. Do you think the recent ticker symbol change could be signalling a forthcoming change in strategy?
Read Answer Asked by David on April 26, 2023
Q: So after listening to Josh Brown interview Ric Edelman this ETF was discussed and seems timely. Would appreciate your views on Mr Edelman who sounds plugged in to what the future may deliver (he does however predict the downfall of Alphabet which isn't the base case of many - you included). That aside wondering about this ETF and your current opinion on whether it's buyable. Given the possibilities of AI, robotics, potential developments in medical science and treatment - all things that may fascinate but about which many of us have very limited understanding or vision about - might you characterize this holding in an appropriate portion as a smart piece of an overall portfolio that provides investors with exposure to future areas of potentially exponential growth - and perhaps your take on this ETF vs the ARK ETFs re valuation, risk and holdings comparisons - appreciate your viewpoint.
Read Answer Asked by Ken on April 25, 2023
Q: could you give us your case for PERI,as you seem to like it.
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?
Read Answer Asked by Josh on April 25, 2023
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