Q: I know you don't like the average down idea.... However I have half a position in BSM and am wondering if you think it would be fine to move to a full position now that things have settled with the company?
Q: I am interested in knowing what percentage of Spin Master's sales are to Toys R Us? And if the percentage is significant how do you see the company compensating for the loss of this customer in terms of future sales? That is who do you see stepping in to fill this void?
TOY dropped by more than 7% on Friday, apparently in sympathy with Mattel. Do we know what % of TOY's sales will be affected without ToyRUs? Do we know how much ToyRUs owes TOY,(Actual number or as % of receivables)? Without ToyRUs, what other outlets TOY could use (brick&mortar or online)to sell its product? Are any of these outlets already sell TOY's product? How fast can TOY adjust/respond to these changes? How much Christmas sales are expected to be affected because of this disruption in the company's sale of its product?
Thank you for being the go-to-person for small investors!
Q: I have held Parkland for several years and up about 29.54% Have a full position. Held in RRSP account. Since peaking at $32.45 in May PKI is under significant downward Pressure. Tine to move on? Maybe replace with Couche_Tard. Your thoughts .Thanks
Is there any concern about toys r' us bankruptcy, and how it may effect Spinmaster going forward. I was told by a friend that they were the largest retail partner. Do you have any info / numbers pertaining to this?
Q: Hello 5i. I have a sizeable gain in this company and wondering if I should take some profits or keep accumulating it. (as you say averaging up is a good thing!)The investment thesis still seems sound but can I get your assessment on pbh. What is it's projected annual growth rate for the next few yrs? debt load? What valuation do you give it? Are there any red flags?
thanks!