Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?
Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?
Q: Is there any news specific to lithium market today? LAC has taken a fairly sharp downturn after a few already down days. And ALB is also taking a bit of a hit too. I've been waiting to get into either but the sudden drop has spooked me.
Q: ACQ announced first quarter results. Revenues up 36.8%. EPS of 77cents versus a loss of $1.70 last year. Debt reduced to $72.6 million versus debt of $89.5 million last year. But the stock is down about 13% today in early trading. Numbers look good. So why the price decline.
Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position
Q: Hi, for AAG - everything related to Peru is weak right now pending their election.
My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.