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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: Is THOR suitable for a conservative VALUE investor interested in SOME sales and dividend growth? Is debt manageable and is cash flow good? Financial data and ratios point to good value? I was puzzled to see share price down 2.5% today on no news--- one possible reason is aluminum tariffs (?). Tariffs I thought were on hold for now, except for China imports. But Thor would not have to rely on China for aluminum? Do you see the economy reasonably strong for non-essential products like those of Thor?
Read Answer Asked by Adam on March 16, 2018
Q: Gentlemen,
I want to report a bug on questions, as another subscriber reported the same problem. I paid attention to check if my question is public.
2 of my questions were not private but published as private.
Thanks
Best Regards
Best regards
Read Answer Asked by Djamel on March 16, 2018
Q: Hi 5i thanks for the great service. I am thinking about a long term play on water and would like you opinion on some ways to play it? Some company suggestions would be nice and what do you think of this iShares etf?

Thanks for the great service
Read Answer Asked by Kolbi on March 16, 2018
Q: I read in a previous post that you favored HPR and ZPR over CPD (Sept 18, 2017) because of the rate reset. I am currently adding to my fixed income and would it be a good strategy to add 50 / 50 ZPR and CPD for the preferred portion ?
(I also own a larger position in CBO).

Also, do you recommend adding a convertible bond etf (CVD or other) for diversification purposes ? Thank you for your comments.

Read Answer Asked by Pierre on March 16, 2018
Q: I'm confused about this stock. BMO Investorline shows it's undervalued, and has an estimated 17% EPS growth forecast. But, they also show a +10% increase in revenues, and a -74% decrease in EPS in 2017. And then there's their business model: "provides electricity, natural gas and solar products to residential and commercial customers through an innovative brand strategy and multi-channel marketing approach". Are these the people behind locking in unsuspecting customers in binding contracts that promise to lower their utility rates, but actually end up costing them more? Your comments on their business and financials would be appreciated.
Read Answer Asked by Helen on March 16, 2018
Q: Hi Guys,

What do you think about Spartans earnings and prospects. There is so much commentary about how this company has a great balance sheet, and the founders have made, and sold companies for large profits, and is a must own name in the energy space. Well.. I have owned for 3-4 years and am underwater. New reports have indicated that they have pulled out of a conference next month (speculation that there are in talks with other parties now to merge, and/or be bought). Eric N, who seems extremely knowledgeable to the energy markets, thinks it is a great play, and may think news/takeout is in store. What do you guys think!
Read Answer Asked by william on March 16, 2018
Q: I'm interested in taking a position in Photon Controls. Can you confirm my calculations that they have 30 cents per share in cash?

Also, is there anything in the earnings report that raises any red flags for you?

And do you have the same level of confidence in the company, after reading their earnings report that you had 24 hours ago?
Read Answer Asked by john on March 16, 2018
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