Q: Hi 5i Team - Could you name a few start-up companies that have good management and decent growth potential as well as some cash on hand to fund operations, research and development for at least the next year, hopefully more. These would likely be companies that have not yet attracted analyst coverage and are low on the radar screen of investors. Any sectors in the U.S. and Canada are fine and market cap is not a concern. I feel that LMN and TOI might fit this description but I already hold them and am looking for some new ideas. Thanks.
I have sold MG at the top, is it a buy at this level? the stock momentum is good, car sales are on the upward momentum in the US.
You have B+ rating on MAL, do you still feel positive after the last Q?
Would you add to an existing TIXT (loss position at this point) at this level representing now only 1% of my portfolio (given your B+ rating for the company)?
Q: Peter and His Wonder Team
I have held this stock for some time and am up. The truth is I have lost touch with this company and not sure if I should take a profit and look else where. Your assessment of CTG future prospects please! Your opinions are always helpful ...thanks!
Q: Did not have an opportunity to hear what ECN had to say about their earnings and possible sale of the company. Was there any indication of what direction the strategic review might take and possible timing of any announcement.. Secondly if a takeout does not occur is there anything in terms of future guidance that would provide support for the shares around current levels? Current results appear rather tepid and my concern is that shares could tank without positive news from the strategic review. What is your sense as to what direction the strategic review might take?
Q: SOIL has a ridiculously low PE. I can't see anything negative stated about the company. It appears it is going to earn a lot of money. Can I have your thoughts as to whether this is a compelling investment?