Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.
Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?
Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim
Q: Can you please give your take on recent MRU decline and what you think of the stock going forward. Would you stick with this stock or switch to another similar company. Thanks
Q: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025.
Your opinion on both the results and the covenant issue would be most welcome.
Thanks folks!
Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.
Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.
Q: Good Morning
Does the large drop just before earnings shake your confidence in the integrity of management in Terravest? Seems hard to believe it was a lucky guess on behalf of those who sold yesterday. Where do you see the stock going from here?
Thank you
Q: Can you help me understand GLBE results?
Market loved it for 5 minutes and then hated. Why the sudden reversal and what do you think about its prospects over 3 years? Is this a buying opportunity?
Q: Hello 5i,
Please comment on EIF earnings. This company seems to make money compared to AC over the last 20 years (16 for EIF). Can this continue? Have it's debt ratios actually improved? Are they facing a cliff?
TIA,