Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.
Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Q: Hi Peter, looks like Warren and Charlie and Team still know what their doing. Your thoughts on the 1/4 ? Also, how does the BRK performance compare with the usual benchmarks like S&P and Dow over different time periods (5, 10, 15yrs etc). What is the argument against just owning BRK for US$ exposure ? Thank you.
Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.
Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv
Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.
Q: Thoughts on the quarter and outlook? seems to be trending in the right direction. Can this be one you hold for the next decade and be rewarded nicely?
Q: Stock tanked on recent results...I saw something about one of their products cannibalizing the other. I'm really curious on your thoughts on this one and is it a buying opportunity? The company seems well run and managed and has been a half-decent performer. Can they shake this and turn it around?
Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael