Q: I purchased this stock at $28 and it is down 20+%. Thought I was buying near the bottom! Is there anything company specific that I missed or the sector in general? Would you continue to hold or take the loss? Regards Larry
Q: Could you please comment on their recent earnings? I'm assuming the 'street' didn't like it as the stock price has been deflated back to $10.
It sounds to me like their large cap ex program is coming to an end, is it safe to assume this will boost earning or at least lower the debt?
Thanks.
Q: Any thoughts on the recent results from Equitable Group? Despite what initially appear to be strong earnings reported Thursday p.m., the stock was down significantly in Friday trading. Thank-you.
Q: Does your opinion of cbl change at all after their 2nd q results release? I have about a 2% weighting (as of today) in an rrsp acct, down about 30%. I'm think of selling considering all the quality stocks with far fewer "issues" that are on sale right that I could replace it with. After watching what happened to efn after a rumor and no short interest, it has not recovered at all from it's significant drop so I can't see anything, other than a prompt privatization of cbl, that will turn it around. I don't think this q results will help at all either.
on a side note I think it could be a wise move to basically sell all stocks just before earning seasons and wait for the dust to settle before buying back. all stocks that miss, a lot that meet, and even some that beat get clobbered with very few that make a good run after a beat, dr is a case in point here which I hold. even with trading fees (about $5/trade) this seems like a very profitable possible strategy. I know it's not your style to trade like this but with the markets being as reactionary as they are with the hedge funds and day traders so active a swing of 10% plus swings could be very profitable and more than offset the very few that seem to move up on earnings.
Q: Good morning, I am really concerned about PKI, do you see further downside and if so what is causing the selloff. Should I salvage the small profit I have left and try to get back in later/
Many thanks
Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.
Q: I have to cut either SLF or PWF for financial services sector re-balancing. Both are currently of equal value weighting. Based on possible interest rates rises, current financials, dividends, stability, etc. Which one would you cut?
Q: Hi 5i: I have two oil stocks (RRX and TOG) and two nat gas stocks (BIR and TOU). I want to reduce this to one oil and one nat gas. Which two would you suggest I sell, and why? Thanks again for your great advice.
Q: Just wondering if things have changed for gsy. It has been trailing down for awhile and I am wondering if this is a good time to buy. I noticed it wasn't one of your top 5. Thank you
Q: Good morning gentlemen,
What are your thoughts on the earnings? Does the stock still merit a hold? I get the feeling that the allegations are a little simplistic for a company and a man who seem to be as thorough as they come?
Thx for your thoughts