Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks
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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: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob
Thank you
Rob
Q: Anything moving Sylogist on big volume today?
Q: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?
Thanks.
Thanks.
Q: Can you explain a bit about Anduril and how it currently and in the future might impact Kraken. How much overlap is there? Do they compete in the same arena? It was mentioned that Anduril is going public. How might this impact Kraken?
Q: GSY has yet to announce Q4 earnings release date, whereas in past years earnings have been released on ~ Feb 11th. Lack of an earnings date means it’s still another two weeks out. Should one interpret this as a sign management does not have their house in order or worse?
Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).
Q: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).
What could be behind the selling ? Should we be concerned ?
With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.
Thank You
What could be behind the selling ? Should we be concerned ?
With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.
Thank You
Q: Terravest stock seems to be losing its lustre as a reliable compounder. Over past year, Co has not displayed much consistency with its earnings. One quarter is good then the next is not so much. Tariffs continue to haunt its prospects for growth and profitability.
Management has done well on acquisition front, but debts also continues to rise.
Stock has been in 5i portfolio for many years and has done well.
How many quarters, in your view, it could take for the Co to generate more confidence with investors ?
Thank You
Management has done well on acquisition front, but debts also continues to rise.
Stock has been in 5i portfolio for many years and has done well.
How many quarters, in your view, it could take for the Co to generate more confidence with investors ?
Thank You
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Fortis Inc. (FTS $79.54)
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Tantalus Systems Holding Inc. (GRID $4.97)
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Propel Holdings Inc. (PRL $18.29)
Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?
Q: This company has the magic letters AI, but it is going in the wrong direction. What is your view on this. What is holding them back ?
Thank You for your good service.
Thank You for your good service.
Q: Versant Media Group Inc VSNT:NASDAQ
What's your opinion on this one for an investment?
Thank you.
What's your opinion on this one for an investment?
Thank you.
Q: Why is krmn dropping this much?
Thanks,
Milan
Thanks,
Milan
Q: VitalHub has been a disaster.Is there any reason to continue to hold?
Q: Hi;
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Q: Please comment on Terravest earnings/guidance.
Is it a buying opportunity ?
Thanks
Is it a buying opportunity ?
Thanks
Q: Recognizing that it is higher risk than many companies, you seem to have a generally positive view of ZOMD. That said, unlike many other small caps that have followed market sentiment in these volatile markets, ZOMD has pretty much been in a steady state of decline since they released their earnings in late November. I note that the trading volume (in relative terms) has also significantly fallen off since then which might be a contributing factor.
As always, would appreciate your views for ZOMD going forward.
As always, would appreciate your views for ZOMD going forward.
Q: - what are your projections on GSY? I am currently down over 30% on it and it makes up 4.2% of my portfolio. I am considering buying because it is undervalued at the moment and analysts seem to generally rate it as a moderate to strong buy. However, I am concerned about having it overweighted in my portfolio. What are your thoughts? I have a 20-25 year investment outlook and generally consider myself to be a moderate risk investor
Q: Wondering what your current thoughts would be on this early stage company. It looks like they have some interesting clients.
Thank you!
Thank you!
Q: CJT: I bought at $103 in Aug. and sold at $77 in Dec. for tax loss selling - held small position - 500 shares - man it has gone up a lot since then. Why? I assume you think I should stay away? Comments please.