Q: I have been holding Well for a while now and while dissapointed in the share price I am not dissapointed with the financial results. Allways they could be better but I felt the company is moving in the right direction. I'm struggling with "market sentiment" and how to include this in my investment decisions.
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John
Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.
Q: This is an extremely small position that I took a flier on as I believe helium sourcing from Canada would be a good opportunity in a market characterised by uncertainty and geopolitical risk (as >1/2 of helium comes from geopolitically-sensitive areas).
The stock in the last couple of weeks has just tanked - any reason for this? It's been so drastic the drop so I'm curious. I have <$1k invested but super curious to know what's happening.
Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.
Q: Can you give me an opinion on Tier One Capital Limited Partnership.
I note the dividend is very high and the market cap very small Would you consider it for an investment to produce a solid ongoing dividend?
Thanks
Elliott
Q: Your comments please on the recent quarter. Do you like the space they are in? What is competition like, are there any other public companies focusing on payment processing to gig economy workers? Are you familiar with the management team, do you like them? Is the company on your radar to add to your coverage list?