Q: Do you have any thoughts on APM? If I understand correctly the California mine produces gold using heap leaching which can be problematic. The Bolivian mine produces silver primarily. I believe Eric Sprott is increasing his share count but not sure how much that means. They report on Nov 11th.
Thanks,
Jim
Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
Q: Given the stock is trading at essentially the value it has in cash on hand, with no debt and a client base from which to grow and expand - do you see much risk in acquiring at this price and what upside do you foresee?
Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. Thanks.
Q: Hi gang, first thanks for answering earlier question on Hammond.
My question is if you had a chance to listen on CC this am, and if there were and questions on this SBC impact? It really seams to add volatility to the stock, good results, great share price appreciation, then we get hit with this negative SBC. It looks like they are investing in growth, 20 million to upgrade facilities, but this will come with bigger employee growth.
Q: Shipping companies. I was just doing some research on SBLK and came across a question from Jacques going back to Jan 30/2024. It looks like share prices of all those companies have dropped significantly over the course of this year. Some have low P/E ratios , look oversold and have nice yields. I would appreciate your assessment of the situation and whether or not this is a buying opportunity. My primary interest currently is SBLK but I am open to 5i’s suggestions. Thanks
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......