Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave
Q: I am looking to add some Industrials to my US holdings and wondered if Air Transport Services Group might be a likely candidate. Does it have the same ability to move as Cargojet (no pun intended!) and be a viable addition for some time to come? Is there "balance sheet strength" to this one?
Q: Hello, what’s the outlook for KP Tissue, I would think one can « hide » in such a company, although it is a very small cap? What is the payout ratio? Thanks, Martin
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
Q: Air bos was highlighted by my favorite Globe business reporter yesterday Please give me your updated opinion on this company as a potential buy... some risk ok
Thanks as always
Peter
Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Q: Please provide your assessment of the Company's recent results and your view of their future prospects. I have a small position...time to sell hold or add? Thank you for your excellent service.
Q: The above stocks are big losers in an unregistered account. Can you please recommend which ones to hold on to and which ones to sell. Any worth adding to?
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.
Q: This is a company that has no debt, mgm owns 12% and is number 1 on investors website. Would you invest at this time and what is not to like about it. Thank you.