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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi team,

What is your analysis of National Health Care (NHC-N) and Altimmune (ALT-Q) ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 03, 2024
Q: Hi 5i, Could you help me understand what is going on with Hamilton Thorne (HTL)? I received a notice of a special meeting of shareholders. It looks like a takeover to go private and shareholders will receive $2.25 per share. Does that sound right? In these cases is there any chance they will not go private or do you think it that happens, it is just delaying the inevitable? Thank so much.
Read Answer Asked by Elizabeth on September 03, 2024
Q: Hey can I get your take on this company’s latest results and drilling success. I feel it is at an inflection point and under-followed as evidenced by no question history at 5i :)
Thanks
Read Answer Asked by Scott on August 30, 2024
Q: Hi 5i Team,

Curious why Tiny has been falling over the past month?

Also have some INTC shares from long ago, I would hate to sell at the bottom, but wondering if it is time to move on to something else - any recommendations?

Thank you.
Read Answer Asked by Evan on August 29, 2024
Q: Hello, There was a NR today stating that Hammond Power will be increasing its Planned Capex by $20 mln, over 2024 and 2025, to support current capacity bottlenecks for its custom power transformers portfolio resulting in significant addition to its revenue capacity. Is this significant ?

Does it further solidify company's position as a dominant supplier in speciality transformers segment of the market ? And, given the recent volatility in the stock, how should investors be positioned for next 3-5 years ?

Thank You

Thank You
Read Answer Asked by rajeev on August 28, 2024
Q: Hi, Small/Mid Cap sector is performing really well and most of 5i portfolio constituents have seen a remarkable recovery over past few weeks. However, this one continues to languish, with no momentum in sight. What's causing investors to be so negative on the company, despite solid results and swelling order book ? Is there anything, in your view, which could change the market sentiment ?

Thank You

Thank You
Read Answer Asked by rajeev on August 27, 2024