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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: Dear 5i team.

Just finished reading the past few mths questions on APPS. Obviously, you've thrown in the towel on it.

Do you see a scenerio where they go bankrupt? IE: equity going to zero? You said it's debt/cash flow is 4Xs. Terminal, or does mgmt have a shot at redemption?

Appreciate your updated views on their fundimentals.
Read Answer Asked by Arthur on October 22, 2023
Q: Closed at 2.33 yesterday, then shortly after the company releases a prelim for Q3 of better than expected results than previously announced. They gave numbers that told an obvious story of improvement in all aspects. I consider this a load up scenario. I know your position is generally conservative but in this case isn't this a rare opportunity to buy in cheap with them giving you a glimpse of what is to come.



Read Answer Asked by Steve on October 20, 2023
Q: For some time 5i (and others) have noted that small cap valuations are low on a historic basis, and I also believe that you have commented that small caps often lead in a market turnaround? I really like a good "reversion to the mean" play, but what are the conditions for that to happen? I have to think inflation and higher interest rates are disproportionate headwinds for smaller companies vs large caps. What should one look for before buying a small cap ETF, or just forget the timing and figure you'll be happy in a few years one way or another? Thanks for your thoughts.
Read Answer Asked by Stephen R. on October 19, 2023
Q: A little while ago a member asked about gold and these 3 companies were mentioned by you as potential to purchase. Comparing the 3, it seems that BTO is quite a bit more attractive....a good yield at 5 % (AGI is less than 1% and KRR is nil); BTO has about 1/2 the P / E and somewhat better P / B. Can you elaborate why the other 2 could be considered over BTO . Thanks
Read Answer Asked by Leonard on October 19, 2023
Q: Hello 5i,

Krr may have reported recently? What is your take on their progress? It seems that share count has gone up and margins worsened over the period. Revenue seems to be growing but earnings seem to be getting worse. Or is the company's more positive spin a better reflection of KRR's prospects? What are their all in costs of production. Is this improving? Is the management inexperienced? Hold or Sell?
TIA
Read Answer Asked by Kat on October 16, 2023
Q: I believe in the products of these two companies but either management has executed poorly or their products are ahead of their time. Once the tax loss season starts, it may be possible to pick them up at even lower prices; however, the risk of going bankrupt also looms in their future. Can management turn these companies around? What is the risk that these two companies go bankrupt before demand for their product increases?
Read Answer Asked by Brendon on October 12, 2023
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