Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Q: this company seems to have a deposit that no one cares about . Is it just a loser or is there other mitagating factors like undrip affecting developement ?
Q: Any comments on the company going forward would be appreciated. I have a small position that as of today has jumped up to 4%. I know you don't personalize responses but buy sell or hold? Take some profit?
Q: Still sitting on a pile of NDM shares now going on 8 years. From my perspective at the current valuation not worth selling at all but I notice it is inching upwards recently. Has anything changed ? or is this pure speculation that the Donald might interfere if elected.
Q: I would like to buy two oil stocks with attractive valuations and good returns in 2-3 years
They can be Canadian or US
Which two would you recommend ?
Would SLB or HAL be good choices at present valuations
What are your choices?
Ty as always
Q: Hello 5i team,
In light of ANRG slowly going back up, I am curious what the underlying problems were with the company? Ultimately it always comes down to too much debt, but that is only a result. Was it bad management or simply a bad high capital idea (converting waste to fuel). Looking at the recent new money being put in (Marny/insider purchases) it seems people are still confident in this company.
Are there other companies in this space that have actually succeeded in doing this?