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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 stock has fallen off a cliff and for good reason. Management has executed poorly and badly missed many of their objectives. And they continue to sing a heck of a good song on their cc's. The cc was full of promotion and hot air. Much of the commentary was particularly greasy, including the comments about the impending financing. How can 5i continue to recommend a company with a management team so objectively lacking in credibility? Is this not the profile of a company deserving of a rating below "C"?
Read Answer Asked by Joel on August 29, 2019
Q: I've held Interrent since about $8 a share and I've bought more on the way up. My average cost is about $10.50 a share. What are your thoughts on Interrent today and in the future? Do you see them as an eventual takeover target by a larger player such as Boardwalk to help diversify their portfolio or CAP Reit to get even larger?

Thanks,
Jason
Read Answer Asked by Jason on August 28, 2019
Q: Down a lot on TSGI and saw in your email blast and that you dropped TSGI from one of your portfolios, but I've not sold yet as I wanted to ask a couple of a questions about their recent earnings report. For the 3 months ending June/19, adjusted earnings were $0.48/share. (1) What was the expectation for earnings? (2) Is this earning miss that bad given that revenues and the number of shares outstanding has increased by over 50%? Thank you as always for your great work and responses.
Read Answer Asked by jeff on August 26, 2019