Q: Hi, thoughts on the 1/4 please. Do financials still appear on track?
I thought at one time 5i indicated that they are/were nearing profitability. 5i's Company EPS estimates page shows fy2025 and fy2026 still at a loss of .08 and .07 cents, respectively.
I do own the stock and was accumulating around the $4.50-5 but they are down a fair bit from the 52 week high now. Stay the course?
Q: CSU and TOI are slowly starting to recover but not LMN. Also I see now that there is a constant seller fo LMN at $25.70 and they are putting blacks of 5K and 10K to sell.
Do you think this is a fund trying to get out and also do funds also sell for end of the year tax selling purposes?
Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris
Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!
Q: I've been amused by the latest Tesla news in regard to the new pay for musk. Correct me if I'm wrong but the latest earnings for Tesla is around a 100 billion dollars. If the pay for musk goes into effect that would leave Tesla in a deficit of approximately 900 billion dollars. Now I know there is more to this than meets the eye, so could you please explain how Tesla intends to square this circle.
Q: Please update your opinion on CRCL (last Q was Nov 4) based on today's price of $98. Quite a fall from the peak and JP Morgan among others have recently downgraded with targets in the $90's. I have been waiting for an entry point and would respectfully ask that you explain why it continues to fall, how low you think it could go based on news, fundamentals and technical support and what your strategy would be for building a full position. If you would wait, please outline a target price and what you would need to see to get involved. A cherry on top would be a two year price target, what needs to happen for that target to be achieved and a percentage chance of that happening.
Thank you very kindly for the excellent ongoing analysis.
Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…