skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Not a question, but a comment: regarding YAK, it is a company run by Harris Kupperman and Jordan Calonego, who have experience running a hedge fund (Praetorian) and several small businesses (self storage, construction, etc.), respectively. As far as I know, they take no salary, have no stock options, and instead simply hold ownership of the shares to align their interests with shareholders. There was a strange lockup period with the shares for quite some time, and selling was extremely restricted.

The Mongolia Growth Group website has all their monthly reports and updates, and Harris runs a website adventuresincapitalism.com, which has some pretty interesting commentary from time to time. I believe there was a presentation on YAK at the Las Vegas Value Investors Conference.

I don't own any shares, but have been keeping an eye on the company for a while. I like the Mongolia thesis, but view an investment as being at the top end of the risk spectrum since frontier market governments can nationalize assets at any time.
Feel free to post this if you feel it adds value to other subscribers.
Read Answer Asked by Alexander on August 07, 2013
Q: what are your thoughts on AlarmForce(AF) it appears that Mr Matlin has been given the boot,is it time to exit this company?
Read Answer Asked by Joseph on August 07, 2013
Q: I have read your previous comments on SUM. What is your opinion on Solium's latest quarter? Are you planning on covering this company? At current prices would you prefer this or Sylogist?
Read Answer Asked by Marty on August 07, 2013
Q: Hi Peter,

Any thoughts on the news regarding BEK.B retaining PWC for the possible sale of the company? I know this has happened in the past with no success, do you think market conditions are better now for the sale?

Also, is there any additional news other than the press release that you may have access to that we don't?

Thanks

Alex
Read Answer Asked by Alexander on August 06, 2013
Q: Hi Peter and the team, what is your view on TKM?
Read Answer Asked by victor on August 03, 2013
Q: Hi Peter and the team, please comment on DSY?
Read Answer Asked by victor on August 03, 2013
Q: Hi Peter,
ARN.DB and ARN.DB.B have fallen off rapidly. Interest is being paid and maturity is short ( 2016 & 2018 ). The common have fallen off heavily. What obligations does the company have to debs and is there still value in either common or debs?
Read Answer Asked by david on August 02, 2013
Q: hello 5i people - excellent info ,thanks
appreciate any info on uex.to -price increase om large vol.
any idea whats going on?
thanks
ed
Read Answer Asked by ED on August 01, 2013
Q: What do you think about Major corporation (v.MCC)?
Do you think Amaya Gaming and Sodium Capital are still Buy or are they too expensive? What should be their buy prices?
Read Answer Asked by Kalyani on August 01, 2013
Q: Hi, TGO( Terrago)- posted numbers this morning can you comment ? what do you like/dislike about his company going forward? TD has a 1 yr target of $14. thanx norm
Read Answer Asked by NORM on August 01, 2013
Q: hi folks,took 1/2 position in karnalyte krn/t @ $3 as stock cut in 1/2 on potash news. Pls get your opinion on company/stock,then will decide on other half pos,thx JB
Read Answer Asked by John on August 01, 2013
Q: I have asked about CCZ when it trading at 52 week low. Do you see fundamentals improving to rate it a speculative buy since the price has now doubled to 29 cents. Thank-you
Best Regards
Harold
Read Answer Asked by Harold on July 31, 2013
Q: I continue to be very impressed with your service. For Solarvest Bio Energy Inc (SVS), I would be interested in your opinion about the long term viability of this enterprise.
Many thanks...Karl.
Read Answer Asked by Karl on July 30, 2013
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!