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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have to express my concern regarding your response to Dave re: COV on 7/29. The comment that you take a "Portfolio Approach" and 5I "will not enter into debates on individual stocks" is the issue. My concern here is that I do not buy ALL of the stocks in a particular portfolio but do own many of them. By the sheer presence of a stock in a 5I portfolio suggests to me that you approve of the stock and are recommending it. I have held onto stocks far too long because it was retained in the portfolio. I consider if a stock remains in one of your portfolios it is a "Hold" recommendation from 5I. Am I wrong?

Carl



Carl
Read Answer Asked by Carl on July 30, 2019
Q: I, like Medison, am fed up with Knight and Jonathan Goodman. I voted to keep him in and I thought that after the battle, he would try and create some shareholder value. If Medison can call a shareholders meeting, I think a lot of shareholders will side with Medison this time around. A very frustrating stock and I know that if one is frustrated, they should sell. Do you think we will ever see some move to the upside in Knight in this century, or maybe Knight is for the great-great-great-grandchildren. lol
Read Answer Asked by Helen on July 29, 2019
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