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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: Winpak has been a slow growth company for many years (10 year revenue cagr 5.8%), but last year had a jump in revenue of 17.9%. They have several expansion projects underway. Do you think last year was an outlier, or with their expansion plans, is there some potential they can sustain this growth rate? What does the market expect?
Read Answer Asked by Adam on September 06, 2023
Q: Hi 5i,
In response to a question of mine and questions from others over the past few months you have pretty uniformly rated GXE a hold - partially I think on the premise that the damage has been done. I am holding and I'm content to continue for a while.
I wonder though - given its small size and present earnings of - $52M - is there enough money there to justify it continuing as a public company, especially one that is shoveling money out the door every month in the form of dividend payments?
In the past year (and possibly for longer)Twin Peaks Capital LLC has been buying up GXE shares pretty regularly, and today it owns 2.51% of the company (6.5 million shares worth $5.7 million at todays prices). Insiders have also been buying.
Why would a business like Twin Peaks Capital LLC buy so heavily into a little public company like GXE - how does it expect to get a return on its investment? Capital appreciation seems unlikely. Is it just cashing dividends, or might it be getting ready to take it over itself or, alternatively, might it be trying to ensure it has a large and therefore profitable position when someone else takes out GXE?
Thanks 5i - I look forward to a better understanding of what might be going on.
Peter
Read Answer Asked by Peter on September 05, 2023
Q: Good day ,
I realize this name has been asked about numerous times including myself and most likely feel like I’m beating a dead horse here.. but this is the reason we as retail investors look to to your service for help .. no beating around the bush here as we know it’s a “hold “ for now .. are u confident in 2 -3 years time we investors who have “held “ this name will be rewarded for holding or averaging down as we are investing in this company and not trading this name .. are u confident in the management and the business model here for a long term story ?
Thank u
Mark
Read Answer Asked by Mark on September 01, 2023
Q: Peter and His Dream Team
Recently, you stated there was no compelling reason to continue holding LGO..."moving on" was probably the best option. I am a share holder and of course under water. Now there is a new development...a strategic review. Do you think this has any real potential benefit?Also over a million shares sold near the close...is this just panic selling or has the ship hit an iceberg? Ha!Ha! Thank you for your information and insights...they are always valuable as us little guys try to compete with the big boys! Ha!Ha!
Read Answer Asked by Ernest on September 01, 2023
Q: VSOL builds towers with Solar Panels on all four sides / Ideal for small communities, Companies, Golf Courses, towns etc. They have few up in Florida and British Columbia. Tales 1/6 of the land to put a tower up than have it sprauling over acres of land Sounds like a good idea.
Read Answer Asked by bob on August 30, 2023
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