Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.
Throughout this year you considered it a HOLD. YTD it is down 2.7%.
Unfortunately I am down 40%. It seems like there have been and continue to be better stocks to invest in. Are there any compelling reasons to hang onto this loser?
Q: Hi Team,
Two part question. If not already discussed can I have your take on earnings for both Gsy and Ttd and the outlook for each company. Thanks ,
Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?
What is your opinion on LSPD latest earnings. their SP had a nice uptick today....What is their outlook now going forward, Would you continue to hold on and is there any current news on the search for a potential buyer?
thx
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