Q: Hello 5i Team
Thank you for your everyday ongoing learning in every questions I read.
I would like to get your opinion on the earning release today in Mainstreet stock.
Thanks
Q: Hi 5i
I own GXE in a TFSA and in the midst of today's bloodbath the value of my holding is down 45% from when I bought quite some time ago. There's not an overly significant amount of money involved and I can ride it out if that's the thing to do, but I would like to minimize my losses as effectively as possible.
With that in mind, what would you recommend I do - sell, hold or buy some more at the current depressed price, and why?
Thanks 5i, I look forward to your thoughts.
Peter
Q: hello 5i:
6 months ago, earnings estimates for year ending December 2024 were 3.21. Today, via Fastgraphs, I see 4.51. This seems to be a very large jump in estimates in a very short time. Can you explain why? And, using a PE or approximately 10, I calculate a fair value of around $45. Would you agree?
thanks
Paul L
Q: I am looking for a replacement for cae in the industrials. Already own wsp, mg, tfi. Also can you give me 3 or 4 solid companies with little dept and low valuations.
Thanks Steve
Can I get your take on Sphere Entertainment? I know it’s very small but also seems very interesting, with the world keen on experiences these days. The sphere that has been built in Vegas looks amazing! High-risk probably, but for a small position in the speculative category? Your insights always appreciated.
What are your thoughts on HIVE? It had a crazy run up and since pulled back a touch. I have a small position and I am prepared to be in it for the long haul. Also are they getting into artificial intelligence? Those latest few press releases confused me a bit.
Q: Hi,
This stock dropped 20% on an update that did not seem negative, just ahead of earnings. I have a position, but I don't understand today's move; are you able to shed any light?