Q: I am wondering what you think of CMI for a purchase at the current price (opening a position). 2 negatives I see are the 17% sales in Russia and increased share count (36 from 35 mil). Positives are declining CDN$, 4% div and cash @30% of stock price. Valuation appears better now than your report in February.Would you note anything else to consider?
Many thanks
Mike
Q: Hi Guys,
What's happening to this company. It has been in a steady downdraft since you recommended it in February with a B- rating. Is it time to bail?
Q: Hi folks,can I please ask opinion on Q results for Halogen,were there any encouraging signs to hang onto stock or is this a good tax loss seller,holding higher prices and they seem to be executing plan but say not profitable till believe 2016,thx as always jb
Reko International had a nice pop in stock price and quarterly earnings recently.
Can you please give an update on the companys' fundamentals (debt, future earnings growth etc.)for a long term hold position.
Thanks once again for your outstanding and very timely unbiased service!
I am a big time fantasy football player as are an estimated 33 million other people... This new application developed by SPY called Breaking Sports appears to be validating big time the true financial aspects behind fantasy sports and the billions invested annually.
Id like to know what 5i thinks of SPY moving forward and if you are aware of any other software developments they may be looking at down the road. And would you consider SPY a sell, hold or buy at these levels.
I am down 87% on this stock and I learnt my lesson not to speculate again. I have 4 questions:
1- Why the steady drop since July? 2- What is the likely future for this company? 3- Is bankruptcy a real likelihood? 4- should I hang on or take what is left of this disaster story and call it a good lesson?
Q: Hi 5i ,yesterday while giving your thoughts on CZN you mentioned that the cash on hand was being used at a fairly brisk rate. so my question is how much cash do they have on hand and what has been their burn rate so far in 2014 ? do you know what the burn rate is for the next 12 months.
also with regards to commodities being in the dog house is it possible for some stocks of certain commodities to outperform the markets . for discussion purposes if zinc was to average &1.50 per lb for all of 2015 would this show up in zinc related stocks or all commodity stocks painted with the same brush (red).
are we still in a normal business cycle and do you feel the US recovery is for real ? thanx Norm
Q: Hi just a quick question on ELW. I foolishly bought in at about 95 cents and it has kept falling since. Should cut my losses and sell or hold on long term?
Q: Hello,
I would like your opinion on IMF. They made two interesting announcements recently following good work from their R&D. I understand that: management owns a sizable position in the company, the balance sheet is a little too much levered, they are growing revenues after a few years of problems with new equipement, the stock is thinly traded.
Thank you,
Eric
Q: Peter, Since sin stocks, amaya, great canadian gaming, gamehost are all doing well, I own a position in century casinos on new york exchange. I am underwater for now but like the growth prospects and they keep winning awards for best run casino as well as running casinos on cruise ships and they are building in calgary which will include racehorsing. Can you tell me how much insiders own of this company. Because it is not followed very well, I feel that if all things go well this is a company that could surprise on the upside and start to be followed more closely.