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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: Hi 5i,

Longtime suffering- and dollar-cost-average-down holder of Goldmoney (since 2018). The business model ought perform nicely in a market that increasingly embraces gold as an investment/inflation hedge.

So, the questions are: (i) when do figure XAU will get to join the gold party? (ii) has XAU's attractiveness as a handsome takeover target by one of the Big 6 increased since last you commented (~2021)?

Thanks!
Read Answer Asked by William on March 31, 2023
Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?
Read Answer Asked by Stephen R. on March 30, 2023
Q: I have reviewed the Income statement and Balance and FFO. This company, from what I can see, is poised for some serious cash flow and profit moving forward. What is your take on it keeping in mind that there seems to be a push in exploration given the Electrification of Industry? Currently drills are in short supply and it appears that this trend will continue giving rise to higher margins etc. Would you buy in at this time?
Read Answer Asked by roland on March 30, 2023
Q: Hi Team,

Evidently the Q4 wasn't spectacular...I do have a few questions in particular:

1. The 2023 guidance for EBITDA and EPS has quite a range, to me this almost looks like saying 'we have no idea' what do you make of this?

2. Just below the guidance in the press release there is talk of 'Actual Profits' vs the prior 'Assumed Profits', what is this and is this a good/bad/no effect change?

3. Your overall thought on the results and if you see this decline as an opportunity?

Thanks
Read Answer Asked by David on March 30, 2023
Q: About 3 weeks ago, they received a STC certification for Boeing 737. Is this going to be a game changer for their bottom line ???
Also, there was talk sometime ago, that the Chinese Air Lines were going to be required to have similar requirements. Did anything materialize from that.
Is FLY now profitable or still bleeding and what are the next 2 years projections.
Read Answer Asked by Earl on March 29, 2023
Q: Some of the metrics for Caledonia Mining (CMCL) seem favourable. I’d appreciate your opinion of this company, including its dividend. Thanks.
Read Answer Asked by Brian on March 29, 2023
Q: Hi, Your thesis about trading of Lumine shares, during initial days makes sense and seems to be proving itself right. Brilliant !!! Based on no of shares already traded and more selling expected in coming days from the Index funds ( appx holding of LMN shares across Index board ), when and at what level, you expect the shares to settle, before it would be safe to start accumulating ? Thank You
Read Answer Asked by rajeev on March 28, 2023
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