Investment Q&A

Q: What is your take on this company? Stock is way up this year

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

Q: What is your comment for the earning report? Is the current price is good to buy in now?

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: I've been amused by the latest Tesla news in regard to the new pay for musk. Correct me if I'm wrong but the latest earnings for Tesla is around a 100 billion dollars. If the pay for musk goes into effect that would leave Tesla in a deficit of approximately 900 billion dollars. Now I know there is more to this than meets the eye, so could you please explain how Tesla intends to square this circle.

Q: Please update your opinion on CRCL (last Q was Nov 4) based on today's price of $98. Quite a fall from the peak and JP Morgan among others have recently downgraded with targets in the $90's. I have been waiting for an entry point and would respectfully ask that you explain why it continues to fall, how low you think it could go based on news, fundamentals and technical support and what your strategy would be for building a full position. If you would wait, please outline a target price and what you would need to see to get involved. A cherry on top would be a two year price target, what needs to happen for that target to be achieved and a percentage chance of that happening.

Thank you very kindly for the excellent ongoing analysis.

Q: DNOW recently completed a merger, what are your thoughts about it and their medium to long term future? Thanks.

Q: What is going on with FI ? It seems to be halted today November 11. Thanks

Q: what do you think of this stock and why the big drop today
thanks

Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?

Why or why not?

Thanks



Sheldn

Q: I'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.

Thanks

Q: May I have your opinion on their recent earnings please.

Q: Hi team
looking for an entry point for a partial position
a speaker at BNN market call this week, made it one of the top picks

for a hold of at least 3 years for capital growth
thanks
Michael

Q: hi folks...Coreweave crwv/q getting hit 10+% on Q results (seemed pretty good), but miss on guidance...does it seem a market over reaction, and a good entry in low $90's, I have a full position in both nbis & nvda, thx as always, jb

Q: Can you please comment on their earnings today and related news? Thanks

Q: NASDAQ:TMC (TMC The Metals Company]

The cost of doing what they want to do seem high. Doesn't look like a good investment to me.

But it's been recommended by the usual suspect's.

What's your opinion?

Thank you.

Q: Has decent pipeline, growth and earnings. Appreciate your assessment. Thx

Q: What are the prospects of Crisper at their present price.
.Thanks . Thomas

Q: What do you think of TTMI? Thanks.

Q: Can you comment on the comment on the company that bought Parkland.

SUNOCOCORP LLC COM UNIT REPSTG LLC UINTS (SUNC:NYSE )

Would you hold or sell?