Q: What did you think of the recent earnings and CEO's outlook?
TIA
TIA
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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: I am down considerably on SXP. Is it a hold or sell?
Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.
Q: Would appreciate your assessment of their just released earnings. Clearly the market seems pleased.
Thanks as always.
Thanks as always.
Q: I am having trouble making sense of their shareholders letter which is supposed to explain why PLUG has had difficulties this year; there seems to have been a shortage of H2 when PLUG makes the stuff, which makes their statements gobbledegook. What is going on - can you clarify please. I thought previous commentary had identified them as prime movers in a sector in which H2 was going to play a significant role.
Q: oDO you think Victoria Gold is a buy at its present price range?
Q: Hi 5i,
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.
Q: I would appreciate your comments regarding their earnings release and the dividend cut. The market did not like the cut in dividend, but I am wondering as to whether this might at some point be a buy. Their payout ratio seemed low for a reit, even with a very high dividend. If the eliminated dividend reduces debt, would they also be a takeover target for a larger reit/
Q: Your thoughts on recent earnings and future prospects please.
Q: Can I get an update on your thoughts on Winmark please.
Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward
Q: Peter and His Wonder Team
EFX just reported 3Q results...the stock skyrocketed today and was halted. Please give your opinion for the this action and what are the future implications. Thank you immensely.
EFX just reported 3Q results...the stock skyrocketed today and was halted. Please give your opinion for the this action and what are the future implications. Thank you immensely.
Q: Dont hear a lot about this company. What are your thoughts going forward
Buy Sell or Hold
Buy Sell or Hold
Q: Can you please comment on the latest quarter and your outlook for this company? Is it a long term hold considering the increasingly good quarters?
Q: Please give your opinion on MAL's earnings. Would you buy , hold or sell right now? Thanks.
Q: Which of these two banks has the most uplift? Is the dividend safe with both? What are good entry points for both?
Q: Please comment on the worth of this company, and what does the future look like.
Q: Kindly comment on the CJ Q3 results and forward outlook information so provided. The market seemed to dislike those results and greeted them with an almost 5% drop in SP and more than usual big volumes.
Q: Looking for an updated opinion on this unfortunate pick of mine. Held in a registered account so not even a tax loss benefit. Your views as to potential would be appreciated.