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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: The company actually earned 16 cents per share for the Q. Because they did a convertible debenture financing, they now have to show fully diluted results as well ( being 8 cents a share) if the debenture is converted. At a conversion price of $8.75, while the share price is now $6.15 that s not likely to happen, and if it does, then the debt level will be greatly reduced. If the conversion gets converted that would only happen if the company's earnings ( or a takeover, buyout) drove up the share price. I think the results were fine. And they would have been better but for the timing of delivery so the 2nd q ought to benefit from this delay.
Read Answer Asked by Murray on May 15, 2017
Q: Hi 5I- I would like to deploy most of my 30% cash in your income fund, but feel better if it was more global in nature. This would form the major part of my fixed income. Could you suggest some global or international div. etf's to compliment your 5I income model. The big US bully bothers me. We are early 70's retirees needing more than bond exposure. Thanks kindly.
Read Answer Asked by Peter on May 15, 2017
Q: I'm looking at the latest financials for Crius. I'm seeing a big drag on cashflows from investments in working capital. It looked similar in the previous Q1, essential this working capital issue is eating up all their operating cash. Further they are "lending" out money at high rates which is draining their investing cashflows. Finally they are borrowing money to pay the distribution. This doesn't look very sustainable to me. Can you help me make sense of this cashflow statement? Where is the actual money? When I look at the adjustments they make to derive distributable cash I don't agree that normalizing out the working capital investment is a good approach, looks like this is just part of the business. What will change as they grow to make this company capable of actually paying this dividend?

Thanks,
Rob P.
Read Answer Asked by Rob on May 15, 2017
Q: Real Matters look like a short. growth last year came almost all from acquisitions.trading near 4x revenue for a low margin, no net profit, marginal ebitda+ thin gross margins even after "growing" (doesn't scale well). Does this business do better when rates go down (refinancing) and shrinks when rates go down ? And thus why they recently went public ?
Read Answer Asked by Chris on May 15, 2017
Q: I currently have half positions in these two companies. Can you please comment on the recent earnings reports and long term prospects? Are the dividends safe/could they grow? Time to add?

Thanks,
Read Answer Asked by EVAN on May 15, 2017
Q: I have held POW for many years and am thinking about a switch, what do you think about selling POW and replacing it with FSZ?
appreciate your efforts.
Read Answer Asked by ralph on May 15, 2017
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