Q: What is your opinion of North American Construction Group (NOA)? Results out last night indicated they are forecasting adjusted EBITDA of $450 million for the year, at the mid point of their guidance. Trading at only 1.7 times that, which looks quite cheap, although the debt does look a bit higher than you would like to see, at about 2 times the adjusted EBITDA forecast. I'm thinking the acquisition of McKellar should give them some good future growth.
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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: Your thoughts on Mullen please. Would you consider it a buy at current price? Thanks.
Q: Thoughts on Trisura’s quarter?
Is there a chance this company makes its way into your favourite small caps at some point? Especially considering it’s Mawers top holding.
Is there a chance this company makes its way into your favourite small caps at some point? Especially considering it’s Mawers top holding.
Q: What is your opinion on LTRX's fiscal 2024 Q3 results and Q4 outlook and the valuation of its current stock price?
Q: Good morning, I was wondering if I could get your updated views on these two companies: TGH and SPN. Tornado has had some great numbers recently due to a contract with Ditch Witch and Snipp was bit scary for a while but seems to be back on track. I bought in to TGH at 0.09 a share and have a large position. I am not sure if I should take some profits or stay the course. Thanks so much for your insight.
Q: Can you please give me 5i's view on Hispania Resources Inc.
Thanks in advance John
Thanks in advance John
Q: any recommendations pro or con on this company? very attractive dividend
Q: Hello 5iR,
What is you opinion of AFN after this pullback, which seems quite harsh? A buy here or sell or hold. Thanks
What is you opinion of AFN after this pullback, which seems quite harsh? A buy here or sell or hold. Thanks
Q: I have been holding Well for a while now and while dissapointed in the share price I am not dissapointed with the financial results. Allways they could be better but I felt the company is moving in the right direction. I'm struggling with "market sentiment" and how to include this in my investment decisions.
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John
Q: good day to you
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges
Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.
Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?
Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?
Q: Hi Peter, I was wondering what your thoughts are regarding Redishred's financials. Overall what do you think of the company?
Thank you
Thank you
Q: This is an extremely small position that I took a flier on as I believe helium sourcing from Canada would be a good opportunity in a market characterised by uncertainty and geopolitical risk (as >1/2 of helium comes from geopolitically-sensitive areas).
The stock in the last couple of weeks has just tanked - any reason for this? It's been so drastic the drop so I'm curious. I have <$1k invested but super curious to know what's happening.
The stock in the last couple of weeks has just tanked - any reason for this? It's been so drastic the drop so I'm curious. I have <$1k invested but super curious to know what's happening.
Q: How would you rate PLC for recovery? Thank you
Q: Hi 5I:
On April 29 PHIL asked about a pipeline company. I think he is looking for Tidewater midstream and Tidewater renewables.
Thanks, BEN.
On April 29 PHIL asked about a pipeline company. I think he is looking for Tidewater midstream and Tidewater renewables.
Thanks, BEN.
Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.
Thanks 5i.
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: According to Yahoo finance , HMM has a cheaper PE. How does it compare to DRX in price appreciation ? Thanks a lot.
Q: Can you give me an opinion on Tier One Capital Limited Partnership.
I note the dividend is very high and the market cap very small Would you consider it for an investment to produce a solid ongoing dividend?
Thanks
Elliott
I note the dividend is very high and the market cap very small Would you consider it for an investment to produce a solid ongoing dividend?
Thanks
Elliott