Investment Q&A

Q: Looks like great numbers for the quarter. What's you take on these numbers and where do you see TSU going from here?
Thanks.

Q: Hi 5i,
CTS closed at $3.35 yesterday a couple of days after its quarterly results came out.
WELL meanwhile closed at $5.30 yesterday, the day before this morning's release of its latest quarterly results.
I own both and I'm down substantially on CTS and down somewhat on WELL. I'm feeling optimistic about the latter, not so much about the former.
I wonder if you could do a quick side-by-side QUANTITATVE comparison of the two and, based on that, advise if you think the present price discrepancy between them is justified by the underlying numbers, or if it it's based on sentiment. If the latter, what are your thoughts on a turn around in the perception of CTS, and where might it be price wise if it wasn't in the doghouse? (I wonder if yesterday's 23% gain for CTS could be meaningful ...?)
Thanks!
Peter

Q: Noticed that CSU has been drifting downward over the past week or so prior to release of quarterly results on Monday? Haven't seen any news releases. Are you aware of any news or talk that is causing this? Expectation of bad results? Thank you.

Q: Disappointed with this stock performance. What are bears saying and what catalyst could help pivot with positive momentum?

Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

Q: Both BN and SYZ reported. Comments with emphasis on what are impacts going forward. Good, bad or indifferent? Would you buy either of them now?

Q: Good Morning

Your take please on the earnings from WELL, specifically the increase in Guidance and their profitability

Q: Hello 5i.

Would appreciate your thoughts on ILLM:CA latest earnings.

It seems as though every quarter they are boasting about illumin's success/growth. Yet their revenue has remained relatively flat since 2020, which leads me to believe they are only able to convert existing customers rather then attracting new clients. I do not consider that to be "world changing" as the CEO seems to imply.

Have held the company for a few years now and I am now considering selling my current position at a loss.

Would appreciate your assessment and If you believe there are better opportunities out there your replacement ideas.

Thanks again as always. Appreciate the service.

Greg C.

Q: KXS appears to be doing everything right but the market already sees this and the P/E seems stratospheric. Is it too late to get on board, or maybe even time to sell?

Jack

Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.

Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: Please comment on earnings. Do you see SIS being taken over one day? If so, any probable candidates come to mind?

Q: Did they beat last year’s quarter on all metrics except for free cash flow per share less capital expenditures?
How significant is the $.44 this year v $.50 last year

Q: Do you think they should institute another share buyback program. They did when shares were averaging 5 dollars. At 2.70 it seems like a 2 for 1 super sale.

Q: Your thoughts on the quarter please?

Thx

Q: Q1 looked pretty good...what is your take on the dividend? Is it the best use of capital going forward or is it only meant to make up for the strategic review closing...otherwise this looks like a company I'd like to buy/hold. Curious on what you think about it? Thanks as always.

Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

Q: Is this a buying opportunity after the sell off today?

Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You