Q: I believe these stocks that I own all report this week. Could you please give the consensus for each. Also could you rank them in order of preference. Deduct credits as needed Thanks
Q: Hi, How is the Recent Earnings History of the company ? Does it usually beat estimates? Stock price has shot up, over past 6 months. Is this because of Co. producing stellar results and projecting high growth in the sub-prime sector, or the Co. received recognition/got discovered by retail investors/portfolio Managers, after flying under the radar for so long. Besides 48% Insider Ownership, are there any institutional holders ?
What are street estimates and your expectations, when Co reports next week ?
We have taken a 1% starter position and keenly watching, how Co/Stock performs, next week.
Q: What are your thoughts on the most recent quarter? It's interesting that you mentioned shareholders being frustrated with a stock in response to an earlier question today. I am certainly frustrated with this stock and I'm sure there are others as well. Based on your stock profile, the future earnings looks better so I intend to hold and I hope that today's release is the catalyst to an improved stock price. Do you foresee any change in expected future earnings?
Q: What is your opinion of North American Construction Group (NOA)? Results out last night indicated they are forecasting adjusted EBITDA of $450 million for the year, at the mid point of their guidance. Trading at only 1.7 times that, which looks quite cheap, although the debt does look a bit higher than you would like to see, at about 2 times the adjusted EBITDA forecast. I'm thinking the acquisition of McKellar should give them some good future growth.
Q: Good morning, I was wondering if I could get your updated views on these two companies: TGH and SPN. Tornado has had some great numbers recently due to a contract with Ditch Witch and Snipp was bit scary for a while but seems to be back on track. I bought in to TGH at 0.09 a share and have a large position. I am not sure if I should take some profits or stay the course. Thanks so much for your insight.
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.