Q: Is THOR suitable for a conservative VALUE investor interested in SOME sales and dividend growth? Is debt manageable and is cash flow good? Financial data and ratios point to good value? I was puzzled to see share price down 2.5% today on no news--- one possible reason is aluminum tariffs (?). Tariffs I thought were on hold for now, except for China imports. But Thor would not have to rely on China for aluminum? Do you see the economy reasonably strong for non-essential products like those of Thor?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i thanks for the great service. I am thinking about a long term play on water and would like you opinion on some ways to play it? Some company suggestions would be nice and what do you think of this iShares etf?
Thanks for the great service
Thanks for the great service
Q: CASA listed just 3 mths ago & already doubled.
Would you have any info?
Would you have any info?
Q: Gentlemen,
Your opinion on DLTR ?
What is the risk buying it ?
Thanks
Best Rgards
Your opinion on DLTR ?
What is the risk buying it ?
Thanks
Best Rgards
Q: My question is on SVB Financial Group. What do you know about this security? I am considering a purchase and any feedback would be appreciated. Thank You.
Q: Can you comment on Broadcom’s earnings and would you consider this a long term hold?
Q: Gentlemen,
With Spotify having it’s I.P.O. on April 03. Is their any way an individual investor like the majority on your site including myself can buy for the issued price? Or is that only a luxury for institutional investors to receive?
Andy
With Spotify having it’s I.P.O. on April 03. Is their any way an individual investor like the majority on your site including myself can buy for the issued price? Or is that only a luxury for institutional investors to receive?
Andy
- Gilead Sciences Inc. (GILD)
- Micron Technology Inc. (MU)
- JPMorgan Chase & Co. (JPM)
- Medtronic plc. (MDT)
Q: Can you suggest some undervalued USA stocks one might want to look at picking up this week for short term profits?
Thanks!
Thanks!
Q: What is your option on this ipo?
Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Q: Hi 5i,
Are both still regarded well by your team? What would you consider good entry points?
TIA
Are both still regarded well by your team? What would you consider good entry points?
TIA
Q: Do you know Centene Cnc in the us. What is your opinion ?
Thx
Thx
Q: Hi team,
I am looking for a stock with good growth in the financial sector. Any views on HIIQ-Q ? Any other suggestion ?
Many thanks for your help.
J.D.
I am looking for a stock with good growth in the financial sector. Any views on HIIQ-Q ? Any other suggestion ?
Many thanks for your help.
J.D.
- Stars Group Inc. (The) (TSGI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
Q: Hello Peter,
1. Your reply to a previous question on Stars Group was not very positive yet you indicated it was okay to step in. Please elaborate as the Russian market is a top market, "On the conf. call, TSGI indicated that new Russian banking rules may hinder growth there, one of its top markets. We would be OK stepping in with the decline.
2. Is it better to wait before adding to Shopify? I have about 4 percent position
3. Why is Square surging everyday?
Thank you
1. Your reply to a previous question on Stars Group was not very positive yet you indicated it was okay to step in. Please elaborate as the Russian market is a top market, "On the conf. call, TSGI indicated that new Russian banking rules may hinder growth there, one of its top markets. We would be OK stepping in with the decline.
2. Is it better to wait before adding to Shopify? I have about 4 percent position
3. Why is Square surging everyday?
Thank you
Q: My question is twofold.
1) I am trying to determine if Spotify will be a good investment. It appears to have a lot of positive momentum; however, it has never made any money, there appear to be lawsuits, everybody in the music business is not happy, and over the years I've read on occasion that their business model is not viable (as the artists and/or studios are not properly compensated and the business model will need to change). I do not think that the music industry will ever revert to its former self but possibly pricing/offerings may need to change. Your thoughts are much appreciated on how you see this company possibly making a sustainable profit if the issues are valid. (On a positive note revenues appear to be increasing nicely, their market share is approx twice as big as it nearest competitor. BTW. I have not read the prospectus other than some articles referencing the doc. Anything else to share if you have read it?)
2) If I do want to acquire some shares, how do you proceed? I have read that this is not going to be an IPO but a DPO. This is what I read "In February 2018, Spotify filed for a direct public offering (DPO) — a type of offering without intermediaries". I have also discovered that they will list on the NYSE on the week of April 2nd but there will not be any opening price but a suggested price range ($90-132/share). This seems like Russian Roulette, so do we take a chance and buy at any price (not an intelligent way to invest) or do you recommend that we see what happens by waiting a few days or weeks after the DPO, once things have calmed down.
We have been paying subscribers of the Spotify service for many years, probably from the initial days it was offered in Canada. It has much improved and we like it a lot.
Thanks again.
1) I am trying to determine if Spotify will be a good investment. It appears to have a lot of positive momentum; however, it has never made any money, there appear to be lawsuits, everybody in the music business is not happy, and over the years I've read on occasion that their business model is not viable (as the artists and/or studios are not properly compensated and the business model will need to change). I do not think that the music industry will ever revert to its former self but possibly pricing/offerings may need to change. Your thoughts are much appreciated on how you see this company possibly making a sustainable profit if the issues are valid. (On a positive note revenues appear to be increasing nicely, their market share is approx twice as big as it nearest competitor. BTW. I have not read the prospectus other than some articles referencing the doc. Anything else to share if you have read it?)
2) If I do want to acquire some shares, how do you proceed? I have read that this is not going to be an IPO but a DPO. This is what I read "In February 2018, Spotify filed for a direct public offering (DPO) — a type of offering without intermediaries". I have also discovered that they will list on the NYSE on the week of April 2nd but there will not be any opening price but a suggested price range ($90-132/share). This seems like Russian Roulette, so do we take a chance and buy at any price (not an intelligent way to invest) or do you recommend that we see what happens by waiting a few days or weeks after the DPO, once things have calmed down.
We have been paying subscribers of the Spotify service for many years, probably from the initial days it was offered in Canada. It has much improved and we like it a lot.
Thanks again.
Q: Gentlemen,
Love your service and your worth the cash. Any updated thoughts on Smart Holdings Inc.?
Andy
Love your service and your worth the cash. Any updated thoughts on Smart Holdings Inc.?
Andy
Q: Of HTA & TXF, do you have a preference? Any particular issues with either?
Q: Hi, Peter can you please update on this co. Would you put your money to work in this co.? What is the risk factor? Thanks Alnoor
Q: Any explanation for the sell-off today?
Q: Snap-on SNA.us looked undervalued after price-weakness following its results reported about a month ago. Yet it is down 3.7% this morning. What am I missing? Fundamentals SEEM fine. I don't see fresh news today.
Is SNA a good longish term dividend grower with prospects of reasonable capital gain? Are you aware of any reason why it has kept dropping? Is debt the issue? Is it a falling knife—i.e. I am missing something important? Would you buy and why please?
Is SNA a good longish term dividend grower with prospects of reasonable capital gain? Are you aware of any reason why it has kept dropping? Is debt the issue? Is it a falling knife—i.e. I am missing something important? Would you buy and why please?