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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: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount
Read Answer Asked by Mark on February 23, 2026
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Read Answer Asked by James on February 20, 2026
Q: I am baffled by the decline here since announcing a dividend increase Feb11. It is down 15% + since. Why? No eps till Mar 2. Surely they would not raise it if the results were going to be less than expected. Your thoughts. Thanks
Read Answer Asked by george on February 20, 2026
Q: Hello team,

ALGN (up 46% in the past 3 months): Buy, hold, or sell? Why?

TWST (up 116% in the past 3 months): Buy, hold, or sell? Why?


Long holder of both and still deeply under water. So, I am wondering what is behind new signs of life!

As always, I appreciate your unemotional insight and guidance for us all!

Read Answer Asked by Saeed on February 19, 2026
Q: Hi 5i guys. NXR (Nexus industrial reit) is now truly an industrial reit since they have sold almost all of their non-industrial properties. At the current price of around $7.77 per unit nexus has a yield slightly above 8 per cent!! In the past couple of years nxr's yield has been higher than their cash flow which is concerning, but the past quarter I believe their payout ratio was around 97 per cent (please confirm). They have a couple of new properties that should be contributing to cash flow and apparently they are releasing properties at much higher rates. Based on that I believe they should be able to continue with the generous yield since the payout ratio should slowly improve. What concerns me is the cost of their debt. They have to refinance a portion of the debt this year and next. The debt they are rolling over was at very low rates and the new rates are at least one per cent higher. Can your bloomberg terminal give an estimate of how much more interest NXR will have to pay on their new debt? If you can make a query as to whether the increasing of rent (and new property rent) will more than offset higher interest payments would be appreciated as well (I am not sure how sophisticated a Bloomberg terminal can be.) I was fortunate that last summer I rotated some tech into precious metal miner and now I want to pay it safe and reduce the PM miners with some income plays. NXR got on my radar. My only other reit exposure is a small position in Granite reit. Thanks for your help and I wish I had a Bloomberg terminal!!
Read Answer Asked by Paul on February 19, 2026
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