Q: What information can you provide as to either the source of the "rework" costs impacting AFN's results, or a source for more information (unable to - easily - find this of their investor website?)
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
Q: Can you comment on Brookfield Asset Management's earnings and information released this morning? Do you see any areas of growing concern or information that would have you reassess BAM's status as a blue chip?
Q: In the WELL conference call the CEO made reference to this US company in the same space. Do you know if ONEM is a disciplined capital allocator. Or do they just acquire assets, issue a ton of shares/debt and really not the move the per share earnings needle? Does ONEM look like a good investment?
Q: Your comments on NOA , it's debt level, future prospects & whether you see construction moving to higher levels.Thanks ,as always, for your great advice.
Dave
Q: Good morning 5i team,
I am a little late reading Q&A. Not a question but a complement of information. Regarding Kevin’s question on August 4th about DOL’s negative shareholder equity: your points are all valid, but my understanding is that this situation on the balance sheet results mainly from their massive annual share buybacks over the last few years. Per share, the cost of the buyback is higher the book value. Thank you for your collaboration, Eric
Q: The only reason they beat with .13 is because they had a "net gain of financial instruments measured at fair value" of $16,499. Last Q, they had a loss.
This number is the reason why it was .13 and not negative.
How valid is this and should this not to be taken out and adjusted to a lower EPS?
Thanks
Q: You said we expect $50.76 mln and EPS of -$0.03 from GUD.
They made a big acquisition which has long closed and we are not
seeing the benefits on the top and bottom lines.
What use is it to hold GUD?
Q: Thinking about taking a position in one of the following companies, given studios can now own movie theatres after Paramount Consent Decrees of 1948 have been removed. I have a 3-5 year horizon and think people will eventually come out of hiding ; ) Also, if there is another company (entertainment) that has been recently beaten-up that you prefer, please let me know.
Q: Hi Peter and Ryan.
I have been watching RVLV for a while now. I initiated a small position a few days ago. ER today after market seems really good. I understand you did not have a compelling story to hold the stock for a long term. Did ER today change your view on that?
Q: These etf's have been producing real good returns. Is this replacing the old oil that is feeling that the best is over and now we are going into a new energy field for the future, faster than we thought. These seem like a good way to get a large exposure to new and fast growing company's. Good Day.
Q: Although not within your usual purview, could you please review the outlook for this equity. Does it look like a favourable investment and if so, why? Thank you for your excellent service