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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: When I look at the latest Q&A from Feb. of 2019 on the CSU website Mark Leonard makes reference that it is difficult to find acquisition companies like CSU that have high ROIC but when Leonard did a screen for CSUs board he was able to find 6 companies out of 4000 with ROIC comparable to CSU. Any ideas how to screen for these companies or what companies Mr. Leonard might be talking about? Thx
Read Answer Asked by blake on August 20, 2019
Q: I am new to 5i but I hold many of your A & B -rated stocks, so I am trying to figure out what's happening with NFI and to decide whether to sell it at 20% loss or not. They had decent quarter and the stock was up during Wed massacre. Yet, it was down 6% yesterday (in neutral market) and down again today when everything is up. Do you have any idea what is going on? I have well diversified taxable portfolio with NFI at 3%, would you recommend holding, selling, or adding more?
Read Answer Asked by Alex on August 19, 2019
Q: Is there an overly compelling reason to own CCL.b today? Its missed earnings 4 out of the last 6 reports and in conjunction with its earnings misses the shares have topped out at $67 a few times since June 2017.

With its current earnings estimates, $2.85 in 2019 and $3.09, in 2020, against the backdrop of probability, how likely do you think CCL.b shares see a 10% increase within the next 12 months?

Thanks again.

John
Read Answer Asked by john on August 16, 2019
Q: Man--Best Q for Rev & EBITDA.But missed EPS expectations 7 of 9 last Qs.Does this indicate a management issue? Is it time for me(p/p $17.28,a 34% loss) to move on?If so.please suggest a replacement(does not have to be in same sector).Initial big pop($12.29H up 0.89),then disappeared to only 0.02 gain for the day.Maybe partially due to u comment this morning.Txs for u usual great services & views
Read Answer Asked by Peter on August 16, 2019
Q: Hi 5i
Considering the current price of secondary offering of lspd having been set at $35...how do you view the upcoming end of the insider share lockout period and it’s potential negative effect on share price sentiment?
I’m considering the potential combined impact of these two events.
Would you be buyers at this time? If so what price would you consider reasonable entry for 2 -3 year hold.
Thx
Read Answer Asked by jim on August 15, 2019