Q: Hey 5i.Could you please give your up to date outlook.Can you see any interest in bringing back to a portfolio? What would it take to spike your interest to do so? Thanks Larry
Q: What is your opinion of ADF Group's new contract? The market likes it obviously. Would this be a good time to add to a starter position? Thanks.
Q: What do you do about a stock like DRX? It has signed a nice contract which has caused the stock to pop 20%. Looking back to 2024, the stock had a nice run, got hit by tariff news and was trending down 9 months and now its getting its mojo back. The downtrend has broken to the upside now and fundamentals have turned positive. What are your thoughts going forward and do you see an investor re-entering the stock?
In general, when you see a company like this rocket higher, get dragged down by fundamentals/external factors (tariffs, etc) and now are recovering, how do you approach these kind of situations? Would you be a buyer again now and do you see the stock heading back up to its old highs? Thanks!
In general, when you see a company like this rocket higher, get dragged down by fundamentals/external factors (tariffs, etc) and now are recovering, how do you approach these kind of situations? Would you be a buyer again now and do you see the stock heading back up to its old highs? Thanks!