Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod
Q: Could you please describe what ENS does and what its future growth looks like? Could you also summarize what in the ENS fundamentals contribute to it being a strong small cap investment?
Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.
Q: May I please get you outlook on COR and MCK. Both have done well so far in 2025 and I wonder if you expect this to continue through 2026? DO you have a preference between the two?
Many thanks for your great advice.
Ian
Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?
Q: I purchased this a few years agoon the basis of advanced technology for battery development and production. The company has seemed to evolve somewhat into a solar power business along with its battery production, and the stock has been jumping lately.
Any ideas on the future potential to hold for longer on this company ?
Thanks as always for your great evaluations and insight!
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Q: Given AutoNation’s current valuation, competitive position, and industry outlook, do you think the company is well positioned to deliver strong shareholder returns over the next five years?
AutoNation has been aggressively buying back its own shares — do you think this capital allocation strategy will continue to create value for shareholders over the next five years?