Q: Hello,
Would like your opinion on the proposed merger of TGL and VAALCO Energy. As a current holder of TGL, I'm wondering what I should do? I've done quite well with this company and it pays an attractive dividend. Would you sell at this point, or have your shares converted to VAALCO... if in fact the merger does take place.
Appreciate your input. Thank you,
Tom
Q: What do you make of the news to sell Kessler Group? During the conference call management stated KG would be the worst performing area of their business for the next quarter or so. I do like how they are pivoting, and expanding into RV and marine. Your thoughts.
Thank you
Can I get your take on this small cap AEHR? I understand it will be higher risk and volatility, given its size but does it look interesting for a small position?
Q: A key agenda item in the Canadian visit of Chancellor Olaf Schulz is that Canada become a long-term (electrolysis-based) hydrogen supplier to Germany. I am surprised that this news has had little effect on NXH. (Although actual deliveries will not be for a decade or more, this is a strong long-term positive sign.) Any ideas why NXH stock price isn't reacting? Thanks!
Q: I'd appreciate your in depth analysis of what you thought or QUIS' earnings announcement. Based on your previous comments would this stock represent a great time to buy and where do you see this going long term. Thank you and enjoy the weekend.