Q: I recently took a position in PHX. I like that their debt is low, good history of buying back shares, major capital expenditures for the most part seem to be behind them. Seems like management knows what they are doing despite them being in what could be a volatile industry. The high dividend doesn’t hurt either (maybe). What are your thoughts on this company and their latest earnings report. Thank you
Q: Please provide comments on their latest results and their current debt vs equity position. With a 17% drop after reporting their results, do you think the drop is overdone? Would you continue to hold or sell for tax loss?
Q: Could you please provide commentary on SPXC recent quarterly report? Does the future still look good for SPXC? Does SPXC remain a high conviction stock for 5i? Thank-you
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich