Q: Elysis is not traded publicly but it is a joint venture between Alcoa and Rio Tinto. I wonder what the best way is to get exposure to Elysis. Should it be through Alcoa or Rio Tinto, or both?
Q: Morning Peter and Team,
I found it interesting that Peter chose Micron as one of his top picks on a recent visit to a Canadian TV program. As it is a bit unusual to choose an American company I assume you are very positive about its future. Could you please give me more detail as to why you think this is an excellent American company to invest in. Thanks again for your continued appreciated guidance.
Q: Hi 5i,
Lumentum Holding did not report great quartly result, but the stock rebounded strongly after that.
What is your thought on the future of this company?
I held this stock at a 20% loss, small position, I know you do not like average down, but in view of the momentum of the stock, would you think it is time to add a little more to a reasonable weighting?
Q: I’ve been watching GARS for a couple of years now. It seems to be an attractive value right now. Would you consider it thus, or is it too risky? The yield is extremely high but it has been historically and always maintained as far as I can tell.
Q: Hello, I recently read in a newspaper that Uber inc. Lyft inc. and Pinterest inc., prepare to go public. Do you know when that will be? I understand they are all US companies and not your focus of interest. Thanks, Gervais
Q: Can you comment on the investment potential of UTX.I understand it is being split into three different companies with a view that the new sum will better reflect value...Kim
Q: Given its latest results and stock movement (down) what are your thoughts on trying to catch this falling knife? It would seem that with the likes of Berkshire and 3G Capital on board, they are bound to shake it up soon. Thanks.
Q: Your thoughts on Trinity Industries now that it is a pure rail car and leasing company? Management is busy buying up shares and it reported earnings so if have an opinion I would appreciate it. THANK YOU