Q: Peter and His Wonder Team
They just reported quarterly results and EPS was a miss. What do you think of their prospects. A good contrarian buy or a value trap? Thank you for your help...
Q: What do you think of GBX? Will input costs increase considerably with tariffs on aluminium and steel? How will that affect them going forward? Thank-you.
Q: Peter and His Wonder Team
They just reported what looks like poor results. What do you think? What are their prospects going forward. Is this a good value buy or a trap? Thanks as always!
Q: Curious on this small cap with some interesting insider buying and Kinross selling recently their whole position?
would appreciate your analysis please!
Thanx Gary
Q: Hi There,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,
Q: WELL has posted decent numbers in recent quarters yet the valuation continues to contract. This could of course set the stage for a strong rally. The market seems to have lost some confidence in the management of WELL. Has your opinion of management changed over the past few years based on company execution or missteps?
Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.
Please answer this one after GENI has reported if possible.
Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks
Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.
I purchased UCTT a while ago and am now down by 55%. It is a minor portion of my portfolio and so I am ok leaving it as is IF it shows promise in the near to mid term. If not, I can sell at a loss and redeploy the funds elsewhere.
Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???