Q: These 2 stocks who have a very low PE are getting killed today with the market way up.
Is there anything that I am not seeing? Anything about the virus that may be the reason for this?
Thanks
I just received your market update and was a bit caught off guard that you have decided to remove MX from the BP. While I am not surprised, it was somewhat irksome as I had sold it in January and had just purchased it back the other day. My question is, based on my much lower entry point, does a hold make sense at this point?
Q: What is your opinion of GC at this point with regard to both the fundamentals and the outlook for gaming given the many decisions being made that will limit even small gatherings of people. Thanks.
Q: Hello 5i,
Thank you for your invaluable advice in this challenging time. Would you hold or sell Methanex right now with 55% loss on what was a full position?
Q: Do you know if Knight has re-purchased more shares since the monumental price decline?
Do you have any indication Medisen has reduced their share position from 10.4M shares?
Has Knight given any info on it's progress purchasing Biotoscan public shares?
Is this a good environment for JG to look for great bargains or will he let the dust settle and get their new acquisition going first?
Finally, is there a short position on Knight?
Whew! Thank you.
Q: How low does Shopify have to go before it is an attractive entry point? Small business online may do better in this environment if there are people available/willing to deliver packages?
If you were to look at your Income Portfolio with a critical eye, are there any companies or ETFs there that you would consider at high risk of reducing their dividend/distribution? If so, why?