Q: Do you know what is going on with this investment? I got a note from Broadridge to call them, but then they said they had approval.
Buy, sell or hold?
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
Q: Good recent Q&A on this one (revenue projection, valuation, etc.).
If the tech sector were to plunge in a somewhat similar manner as the Tech bust (2000), is there an example of a company with a market cap comparable to NBIS at that time that initially dropped in sympathy, but was able to recover quicker than the over all sector because of good execution?
Do you have faith in the projected revenue growth of NBIS? Do we know how reliable Arkady Volozh's vision is on this company? I suppose his 25 years of leading Yandex counts for something (?)
Q: Can you comment on CF, EPS, sales, growth on the 4th Q and full year just reported today. Would you rate it a buy sell or hold after hitting a new high.
Q: Hi 5i, First thanks for the quick feedback on Wells filing delay. I too thought it had marginal impact. However an analyst from RBC put this out:
“The current situation suggests management may have overlooked certain aspects of the complexity. Until we receive further clarity, we include a 50-per-cent contribution of Circle Medical in our valuation ($68-million, or $0.27/sh) and have also adjusted our valuation to reflect the current market conditions.”
Seems pretty inflammatory, can you help me understand where he gets 50-per-cent contribution?
Q: can U explain the deal of Well Health taking over shares of Healwell Aidx/t...I own shares of aidx....is this a buyout/takeover of Healwell???....if so what is the deal/price??....sorry for all the questions but I have read the n/r twice & can't figure it out....thanks, jb
Q: Peter and His Dream Team
WELL just reported significant services increase for 2024 yet the stock is down 20%. Your assessment please. Are we getting close to the bottom? Thank you as usual.
Q: WELL issued a release about problems with CircleMedical, a subsidiary. They are delayed in filing their financials which has caused WELL to be late. Can you explain the release and what it means/impact to WELL. How serious is this? What do you see the end result being? Would this change your favourable view of WELL?
Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.
Q: LOOKS TO GOOD TO BE TRUE POSTING A 43% dividend. STOCK LOOKS GOOD
ON PAPER DESPITE THE HIGH DIVIDEND. LAST YEAR IT MAINTANED ITS VALUE,
AND IM NOT SURE IF THE DIVIDEND WAS THE SAME.
GOING FORWARD, WHAT IS YOUR OPINION?
Recognizing OKLO is quite new and somewhat speculative how do you feel about thier earnings report yesterday?
Did you find the fundamentals are going in the right direction and would you be a buyer to round out a portfolio that is light on energy?
Thanks so incredibly much for your advice!