Q: Peter and His Wonder Team
What do you think about there restructuring plans while under bankruptcy protection? Do they have a chance of surviving. Will the stock remain a penny stock or might it have a little bounce here based on "a wing and a pray"?
Is zero inevitable or am I being too pessimistic?
Thanks for your opinion!
Q: Hi there, in the context of unintended consequences I find that Roots shareholders may benefit in the near to mid term. Closing stores(unfortunately appears to help their business model profitability) and having their new D.C. (e-commerce channel)become more reliable and more efficient is beneficial. Strong brand and quality product all looking good. Is their balance sheet and liquidity strong enough to come out the other end of the Covid crisis? Thx Chris
Q: Last question for today.
Is this a company with good growth potential and financially sound. Are there other companies that are competing directly against them or they have a niche approach?
Q: hi
Could I have your opinion on their latest results and buy, sell or hold rating? What do you think of their pipeline of future products and research?
thanks
François
What is your valued opinion of Kneat these days?
The last question on Nov 2019 indicated the sales valuation at 12x was concerning. Has that number come down enough for you to be more favourable as a spec buy.
They recently had another good quarter (Q1) with good % increases (albeit likely from a small base). They seem to be signing a number of contract wins last few quarters and I like that it is a SaaS based revenue model company.
Who might their other competitors be in this field? And any idea what their market penetration might be, for the competitors or for Kneat?
It would be for a spec buy and to initiate a 1/3 position.
Q: I have been holding QST for a while and am down 67%. Would you keep holding or consider a switch into XBC? Do you have any other suggestions for replacing QST?
Q: Is beware holdings a competitor to photon control? I have a position in it at 10 cents and considering letting it go. Has come up nicely after latest earnings. Thought it might be a nice add on for another company in the tech sector. Do you like it compared to photon?
Q: Hi 5i,
Macys recently announced an offering of $1.3b senior secured notes and judging from share price spike the markets seem to like something about it.
Can you tell me why this happened and if this stock is investable with potential at current price, for a 2 year time horizon. Why/why not?
Q: Market didn’t seem to like their recent earnings report, I thought they weren’t so bad. With the rise in streaming services and customers for their products, what are your thoughts on the company’s prospects?
Q: "...digitizing the delivery of healthcare by providing patients access to all points of their care from their phone, tablet or desktop computer." Purely speculative at this point, the concept is interesting in today's world and beyond where avoiding waiting rooms full of potentially sick people is preferred. Anyone at 5i looked at this little stock? Got any thoughts?
Much Appreciated as always,
Stephen
Q: I had added QST as a more speculative name with hopes for a 1-2 year move, but it sounds like they might be muted for some time. Would you agree? Could you recommend a couple of names to replace it with better short term growth prospects, or at least with a clearer runway ahead of them?