Q: Which of these companies do you feel has the most growth potential and which of these is reasonably priced. Also, any other information you know about these companies.
Q: Re: "Baby Brother Strategy"
I read PH's FP article of 06/20/19 as it echoed my own thoughts about AT (though I do not pretend to possess the same analytical tools).
Could you elaborate further on that idea? I was also wondering if you can speak to programmatic advertising and if AT has any competitive advantages or moats or is it simply going head to head with TTD and others? Thank you.
Q: Hi 5i Team - Could you provide some fundamentals on Score such as debt, cash on hand, insider holdings/buying and any other metrics that you think are important. Also do you think their cash flow is reasonable or could there be a concern down the line. Thanks.
Q: Your companies database is showing 1.87 revenue growth and n/a for revenue growth for 3 - 5 years. Can you clarify. I see PE of 35. Do you have a different sent of expectations on revenue and earnings please. Thanks.
Q: Hi Peter (I think)!
If one ignored the past history of BLDP how would you feel about the company? I am assuming new management has taken over the company since the last flame-out. Does management have a reasonable share position? I assume they have $130 million in cash because they issued shares and the people who purchased the shares are now positive. Do you feel the analyst's projections about profitably are reasonable or are they too optimistic? You note management has missed projections in 4 of 8 quarters. Is the glass half full or have empty?
Thanks,
Jim
If one wanted to "throw in the towel" on Spin Master, what would be a suitable replacement to stay in the same sector? Thanks as always for the valued advice.
Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri
Q: Wajax and Transcontinental have several things in common : mid single digit p/e, moderately high yield, relatively safe pay-out ratio, and a turnaround in earnings seems possible. Can you think of any other companies whose profile hits the 4 previously mentioned criteria. Thank you.
Q: Happy New Year team,
I'm looking to top up my TFSA for the current year.
You seem to be positive on both WELL and MTLO
May I ask why you are positive on these two mircocaps?
What are their competitive advantages?