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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: Could i get your opinion on this company was the quarter that bad and if so do you think its just a bad quarter or the start of something worse.On ascale of 1-10 what would their moat be for that industry.i realise the barriers to entry anyone could do what they are doing, but they must be getting a solid infrastructure and scalibility created,would you consider this pullback to low thirties a good entry point,,,,thanks
Read Answer Asked by Greg on August 15, 2022
Q: Did Leon's recently report and if so, what were the results and did you think them favourable? Not all that long ago, the company was buying its stock back at $25; did they value their stock at the time? If they were reasonably accurate, why would you not expect the stock to return to that level? Thank you for your excellent service.
Read Answer Asked by Leonard on August 15, 2022
Q: Hi,
What do you think of MTTR’s earnings release? The market seems to like it, for now anyway, but it is a risk on day. While it has negative cash flow, with over $500M cash and equivalents and no debt, is that likely sufficient to fund it until it starts making a profit?
Thanks again.
Read Answer Asked by Dave on August 15, 2022
Q: May I have your thoughts on ILMN? Analysts appear to be projecting a weak stock price going forward...but the 8% drop on Friday may be more a result of their comments rather than the latest companies financials. Could these Wall Street firms have already shorted the stock prior to their analyst's comments being issued? I believe the latest earnings are negative compared to a year ago but overall I felt the latest quarter financials weren't too bad. Is the short interest high? Are insiders buying? Is the Reddit crowd circling? I'm sitting at a loss but still prepared to hang-in-there.
Thanks,
Jim
Read Answer Asked by James on August 15, 2022
Q: Hello 5i. NPI hit a 52 week high today. I would appreciate your take on NPIs role/future in the evolution of Europe's move away from dependence on fossil fuels.

Also, do you see this pullback as an opportunity to add some CAE to existing modest holdings. I can't help thinking that at some point demand for CAE's services will return.

Approx. one year ago I asked for 5i's advice on dealing with an inheritance. It was a fairly involved/complex question but your advice has been excellent. I was nervous about how to deploy these assets and you provided sound advice. I appreciate the manner in which you provide guidance. I also want to thank you for your guidance through this market downturn.

Mike
Read Answer Asked by Michael on August 15, 2022